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GWEZX vs VSMAX
GWEZX vs VSMAX Comparison
Open Charts GWEZX vs VSMAX
AMG GW&K Small Cap Core Z
Price$33.63
Change-$0.18 (-0.53%)
VolumeN/A
Net Assets598.25M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
GWEZX vs VSMAX Comparison Chart in %
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GWEZX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. GWEZX (598M). VSMAX pays higher dividends than GWEZX: VSMAX (1.37) 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 : 9.17 vs. GWEZX (3.63). VSMAX return over 5 years is better than : 57.73 vs. GWEZX (27.88).
| 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 | 1.112 | 2.517 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 154B | 0% |
| Annual Yield % from dividends | 0.26 | 1.37 | 19% |
| Returns for 1 year | 3.63 | 9.17 | 40% |
| Returns for 3 years | 8.84 | 20.48 | 43% |
| Returns for 5 years | 27.88 | 57.73 | 48% |
| Returns for 10 years | N/A | 113.12 | - |
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