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GWEZX vs VRTIX
GWEZX vs VRTIX Comparison
Open Charts GWEZX vs VRTIX
AMG GW&K Small Cap Core Z
Price$35.02
Change-$0.73 (-2.04%)
VolumeN/A
Net Assets713.33M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
GWEZX vs VRTIX Comparison Chart in %
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GWEZX vs. VRTIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. GWEZX (713M). VRTIX pays higher dividends than GWEZX: VRTIX (1.18) vs GWEZX (0.24). 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 (12.00). GWEZX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. GWEZX (-3.61). VRTIX return over 5 years is better than : 42.91 vs. GWEZX (24.40).
| 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 | 5.292 | 10.359 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 713M | 13.9B | 5% |
| Annual Yield % from dividends | 0.24 | 1.18 | 20% |
| Returns for 1 year | -3.61 | 2.86 | -127% |
| Returns for 3 years | 19.52 | 31.84 | 61% |
| Returns for 5 years | 24.40 | 42.91 | 57% |
| Returns for 10 years | N/A | 123.36 | - |
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