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GWEZX vs VSCIX
GWEZX vs VSCIX Comparison
Open Charts GWEZX vs VSCIX
AMG GW&K Small Cap Core Z
Price$33.33
Change+$0.31 (+0.94%)
VolumeN/A
Net Assets599.59M
Vanguard Small Cap Index I
Price$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
GWEZX vs VSCIX Comparison Chart in %
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GWEZX vs. VSCIX commentary
Jul 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. GWEZX (600M). VSCIX pays higher dividends than GWEZX: VSCIX (1.41) vs GWEZX (0.26). GWEZX was incepted earlier than VSCIX: GWEZX (8 years) vs VSCIX (28 years). GWEZX (0.90) is less costly to investors than VSCIX (0.04). GWEZX is a more actively managed with annual turnover of: 22.00 vs. VSCIX (13.00). GWEZX (5000000) and VSCIX (5000000) have matching initial minimum investment requirements. VSCIX annual gain was more profitable for investors over the last year : 8.49 vs. GWEZX (1.09). VSCIX return over 5 years is better than : 66.87 vs. GWEZX (36.35).
| GWEZX | VSCIX | GWEZX / VSCIX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 0.210 | 2.806 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 153B | 0% |
| Annual Yield % from dividends | 0.26 | 1.41 | 18% |
| Returns for 1 year | 1.09 | 8.49 | 13% |
| Returns for 3 years | 18.82 | 34.26 | 55% |
| Returns for 5 years | 36.35 | 66.87 | 54% |
| Returns for 10 years | N/A | 115.25 | - |
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