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GWEZX vs NAESX
GWEZX vs NAESX Comparison
Open Charts GWEZX vs NAESX
AMG GW&K Small Cap Core Z
Price$34.52
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets616.98M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
GWEZX vs NAESX Comparison Chart in %
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GWEZX vs. NAESX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. GWEZX (617M). NAESX pays higher dividends than GWEZX: NAESX (1.23) vs GWEZX (0.24). GWEZX was incepted earlier than NAESX: GWEZX (9 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 : 4.92 vs. GWEZX (0.65). NAESX return over 5 years is better than : 55.28 vs. GWEZX (29.56).
| GWEZX | NAESX | GWEZX / NAESX | |
| Total Expense Ratio | 0.90 | 0.17 | 529% |
| Annual Report Gross Expense Ratio | 0.90 | 0.17 | 529% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | 3.788 | 5.577 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 617M | 162B | 0% |
| Annual Yield % from dividends | 0.24 | 1.23 | 20% |
| Returns for 1 year | 0.65 | 4.92 | 13% |
| Returns for 3 years | 26.79 | 41.91 | 64% |
| Returns for 5 years | 29.56 | 55.28 | 53% |
| Returns for 10 years | N/A | 130.16 | - |
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