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GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$34.88
Change+$0.35 (+1.01%)
VolumeN/A
Net Assets727.02M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
GWEZX vs VSMAX Comparison Chart in %
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VS
VS
GWEZX vs. VSMAX commentary
Feb 04, 2026
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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. GWEZX (727M). VSMAX pays higher dividends than GWEZX: VSMAX (1.27) vs GWEZX (0.22). GWEZX was incepted earlier than VSMAX: GWEZX (9 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 : 10.71 vs. GWEZX (1.30). VSMAX return over 5 years is better than : 31.93 vs. GWEZX (5.70).
| 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 | 9 years | 25 years | - |
| Gain YTD | 5.060 | 5.535 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 162B | 0% |
| Annual Yield % from dividends | 0.22 | 1.27 | 17% |
| Returns for 1 year | 1.30 | 10.71 | 12% |
| Returns for 3 years | 11.31 | 33.11 | 34% |
| Returns for 5 years | 5.70 | 31.93 | 18% |
| Returns for 10 years | N/A | 186.87 | - |
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