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GWEZX vs NAESX
GWEZX vs NAESX Comparison
Open Charts GWEZX vs NAESX
AMG GW&K Small Cap Core Z
Price$33.33
Change+$0.31 (+0.94%)
VolumeN/A
Net Assets599.59M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
GWEZX vs NAESX Comparison Chart in %
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GWEZX vs. NAESX commentary
Jul 27, 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 GWEZX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. GWEZX (600M). NAESX pays higher dividends than GWEZX: NAESX (1.28) vs GWEZX (0.26). GWEZX was incepted earlier than NAESX: GWEZX (8 years) vs NAESX (65 years). GWEZX (0.90) is less costly to investors than NAESX (0.17). GWEZX is a more actively managed with annual turnover of: 22.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than GWEZX: NAESX (3000) vs GWEZX (5000000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. GWEZX (1.09). NAESX return over 5 years is better than : 66.66 vs. GWEZX (36.35).
| GWEZX | NAESX | GWEZX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.90 | 0.17 | 529% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | 0.210 | 2.781 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 153B | 0% |
| Annual Yield % from dividends | 0.26 | 1.28 | 20% |
| Returns for 1 year | 1.09 | 8.46 | 13% |
| Returns for 3 years | 18.82 | 34.15 | 55% |
| Returns for 5 years | 36.35 | 66.66 | 55% |
| Returns for 10 years | N/A | 114.71 | - |
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