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GWEZX vs VSCPX
GWEZX vs VSCPX Comparison
Open Charts GWEZX vs VSCPX
AMG GW&K Small Cap Core Z
Price$33.19
Change+$0.22 (+0.67%)
VolumeN/A
Net Assets598.3M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
GWEZX vs VSCPX Comparison Chart in %
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GWEZX vs. VSCPX commentary
Jul 07, 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 StrongBuy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. GWEZX (598M). VSCPX pays higher dividends than GWEZX: VSCPX (1.42) 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 : 12.26 vs. GWEZX (7.91). VSCPX return over 5 years is better than : 69.56 vs. GWEZX (40.21).
| 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 | -0.210 | 1.452 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 148B | 0% |
| Annual Yield % from dividends | 0.26 | 1.42 | 18% |
| Returns for 1 year | 7.91 | 12.26 | 65% |
| Returns for 3 years | 22.85 | 37.96 | 60% |
| Returns for 5 years | 40.21 | 69.56 | 58% |
| Returns for 10 years | N/A | 109.40 | - |
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