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GWGIX vs VEXMX
GWGIX vs VEXMX Comparison
Open Charts GWGIX vs VEXMX
AMG GW&K Small Mid Cap Core I
Price$20.38
Change+$0.93 (+4.78%)
VolumeN/A
Net Assets746.64M
Vanguard Extended Market Index Investor
Price$163.24
Change+$2.65 (+1.65%)
VolumeN/A
Net Assets82.12B
GWGIX vs VEXMX Comparison Chart in %
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GWGIX vs. VEXMX commentary
Feb 05, 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 GWGIX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 82.1B vs. GWGIX (747M). VEXMX pays higher dividends than GWGIX: VEXMX (0.98) vs GWGIX (0.14). GWGIX was incepted earlier than VEXMX: GWGIX (11 years) vs VEXMX (38 years). GWGIX (0.87) is less costly to investors than VEXMX (0.19). GWGIX is a more actively managed with annual turnover of: 21.00 vs. VEXMX (11.00). VEXMX has a lower initial minimum investment than GWGIX: VEXMX (3000) vs GWGIX (100000). VEXMX annual gain was more profitable for investors over the last year : 9.27 vs. GWGIX (4.18). GWGIX (21.83) and VEXMX (21.26) have equivalent 5 years return.
| GWGIX | VEXMX | GWGIX / VEXMX | |
| Total Expense Ratio | 0.87 | 0.19 | 458% |
| Annual Report Gross Expense Ratio | 0.87 | 0.19 | 458% |
| Fund Existence | 11 years | 38 years | - |
| Gain YTD | 5.870 | 2.828 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 747M | 82.1B | 1% |
| Annual Yield % from dividends | 0.14 | 0.98 | 14% |
| Returns for 1 year | 4.18 | 9.27 | 45% |
| Returns for 3 years | 21.97 | 43.56 | 50% |
| Returns for 5 years | 21.83 | 21.26 | 103% |
| Returns for 10 years | 163.75 | 203.31 | 81% |
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