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GWEZX vs VRTIX
GWEZX vs VRTIX Comparison
Open Charts GWEZX vs VRTIX
AMG GW&K Small Cap Core Z
Price$34.52
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets616.98M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
GWEZX vs VRTIX Comparison Chart in %
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GWEZX vs. VRTIX 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. GWEZX (617M). VRTIX pays higher dividends than GWEZX: VRTIX (1.20) 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 : 7.92 vs. GWEZX (0.65). VRTIX return over 5 years is better than : 52.70 vs. GWEZX (29.56).
| 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 | 3.788 | 10.362 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 617M | 13.6B | 5% |
| Annual Yield % from dividends | 0.24 | 1.20 | 20% |
| Returns for 1 year | 0.65 | 7.92 | 8% |
| Returns for 3 years | 26.79 | 41.48 | 65% |
| Returns for 5 years | 29.56 | 52.70 | 56% |
| Returns for 10 years | N/A | 120.39 | - |
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