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GWEZX vs VSCPX
GWEZX vs VSCPX Comparison
Open Charts GWEZX vs VSCPX
AMG GW&K Small Cap Core Z
Price$33.63
Change-$0.18 (-0.53%)
VolumeN/A
Net Assets598.25M
Vanguard Small Cap Index InstlPlus
Price$340.19
Change-$1.26 (-0.37%)
VolumeN/A
Net Assets154.18B
GWEZX vs VSCPX Comparison Chart in %
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GWEZX vs. VSCPX commentary
Aug 18, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. GWEZX (598M). VSCPX pays higher dividends than GWEZX: VSCPX (1.39) vs GWEZX (0.26). GWEZX was incepted earlier than VSCPX: GWEZX (8 years) vs VSCPX (15 years). GWEZX (0.90) is less costly to investors than VSCPX (0.03). GWEZX is a more actively managed with annual turnover of: 22.00 vs. VSCPX (13.00). GWEZX has a lower initial minimum investment than VSCPX: GWEZX (5000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 9.18 vs. GWEZX (3.63). VSCPX return over 5 years is better than : 57.76 vs. GWEZX (27.88).
| GWEZX | VSCPX | GWEZX / VSCPX | |
| Total Expense Ratio | 0.90 | 0.03 | 3,000% |
| Annual Report Gross Expense Ratio | 0.90 | 0.03 | 3,000% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 1.112 | 2.528 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 154B | 0% |
| Annual Yield % from dividends | 0.26 | 1.39 | 19% |
| Returns for 1 year | 3.63 | 9.18 | 40% |
| Returns for 3 years | 8.84 | 20.50 | 43% |
| Returns for 5 years | 27.88 | 57.76 | 48% |
| Returns for 10 years | N/A | 113.19 | - |
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