Interact to see
Advertisement
Advertisement
GWEZX vs VRTIX
GWEZX vs VRTIX Comparison
Open Charts GWEZX vs VRTIX
AMG GW&K Small Cap Core Z
Price$34.05
Change+$0.13 (+0.38%)
VolumeN/A
Net Assets714.83M
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
GWEZX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWEZX vs. VRTIX commentary
Dec 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 VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. GWEZX (715M). VRTIX pays higher dividends than GWEZX: VRTIX (1.17) vs GWEZX (0.23). 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 : 13.07 vs. GWEZX (1.16). VRTIX return over 5 years is better than : 29.26 vs. GWEZX (11.49).
| 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 | 2.375 | 14.503 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 715M | 14.3B | 5% |
| Annual Yield % from dividends | 0.23 | 1.17 | 20% |
| Returns for 1 year | 1.16 | 13.07 | 9% |
| Returns for 3 years | 21.31 | 46.54 | 46% |
| Returns for 5 years | 11.49 | 29.26 | 39% |
| Returns for 10 years | N/A | 130.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ELIL | 28.43 | 0.36 | +1.28% |
| Direxion Daily LLY Bull 2X Shares | |||
| AVMA | 66.80 | 0.21 | +0.32% |
| Avantis Moderate Allocation ETF | |||
| DINT | 28.88 | 0.07 | +0.25% |
| Davis Select International ETF | |||
| HYTI | 19.76 | 0.03 | +0.18% |
| FT Vest High Yield & Target Income ETF | |||
| ARKG | 30.18 | 0.04 | +0.13% |
| ARK Genomic Revolution ETF | |||