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GWETX vs VSMAX
GWETX vs VSMAX Comparison
Open Charts GWETX vs VSMAX
AMG GW&K Small Cap Core N
Price$32.04
Change+$0.20 (+0.63%)
VolumeN/A
Net Assets598.3M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
GWETX vs VSMAX Comparison Chart in %
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GWETX vs. VSMAX commentary
Jul 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GWETX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. GWETX (598M). VSMAX pays higher dividends than GWETX: VSMAX (1.40) vs GWETX (0.00). GWETX was incepted earlier than VSMAX: GWETX (29 years) vs VSMAX (25 years). GWETX (1.30) is less costly to investors than VSMAX (0.05). GWETX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (13.00). GWETX has a lower initial minimum investment than VSMAX: GWETX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. GWETX (7.34). VSMAX return over 5 years is better than : 69.54 vs. GWETX (37.03).
| GWETX | VSMAX | GWETX / VSMAX | |
| Total Expense Ratio | 1.30 | 0.05 | 2,600% |
| Annual Report Gross Expense Ratio | 1.30 | 0.05 | 2,600% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -0.435 | 1.447 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 7.34 | 12.25 | 60% |
| Returns for 3 years | 21.37 | 37.95 | 56% |
| Returns for 5 years | 37.03 | 69.54 | 53% |
| Returns for 10 years | 32.67 | 109.34 | 30% |
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