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GWEZX vs VRTIX
GWEZX vs VRTIX Comparison
Open Charts GWEZX vs VRTIX
AMG GW&K Small Cap Core Z
Price$34.88
Change+$0.35 (+1.01%)
VolumeN/A
Net Assets727.02M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
GWEZX vs VRTIX Comparison Chart in %
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GWEZX vs. VRTIX commentary
Feb 04, 2026
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 Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. GWEZX (727M). VRTIX pays higher dividends than GWEZX: VRTIX (1.19) vs GWEZX (0.22). GWEZX was incepted earlier than VRTIX: GWEZX (9 years) vs VRTIX (15 years). GWEZX (0.90) is less costly to investors than VRTIX (0.07). GWEZX is a more actively managed with annual turnover of: 22.00 vs. VRTIX (14.00). GWEZX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX annual gain was more profitable for investors over the last year : 17.71 vs. GWEZX (1.30). VRTIX return over 5 years is better than : 22.38 vs. GWEZX (5.70).
| GWEZX | VRTIX | GWEZX / VRTIX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.90 | 0.07 | 1,286% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 5.060 | 6.757 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 14.3B | 5% |
| Annual Yield % from dividends | 0.22 | 1.19 | 19% |
| Returns for 1 year | 1.30 | 17.71 | 7% |
| Returns for 3 years | 11.31 | 35.16 | 32% |
| Returns for 5 years | 5.70 | 22.38 | 25% |
| Returns for 10 years | N/A | 180.76 | - |
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