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GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$33.19
Change+$0.22 (+0.67%)
VolumeN/A
Net Assets598.3M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
GWEZX vs VSMAX Comparison Chart in %
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GWEZX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. GWEZX (598M). VSMAX pays higher dividends than GWEZX: VSMAX (1.40) vs GWEZX (0.26). GWEZX was incepted earlier than VSMAX: GWEZX (8 years) vs VSMAX (25 years). GWEZX (0.90) is less costly to investors than VSMAX (0.05). GWEZX is a more actively managed with annual turnover of: 22.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than GWEZX: VSMAX (3000) vs GWEZX (5000000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. GWEZX (7.91). VSMAX return over 5 years is better than : 69.54 vs. GWEZX (40.21).
| GWEZX | VSMAX | GWEZX / VSMAX | |
| Total Expense Ratio | 0.90 | 0.05 | 1,800% |
| Annual Report Gross Expense Ratio | 0.90 | 0.05 | 1,800% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -0.210 | 1.447 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 148B | 0% |
| Annual Yield % from dividends | 0.26 | 1.40 | 19% |
| Returns for 1 year | 7.91 | 12.25 | 65% |
| Returns for 3 years | 22.85 | 37.95 | 60% |
| Returns for 5 years | 40.21 | 69.54 | 58% |
| Returns for 10 years | N/A | 109.34 | - |