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GWGIX vs VIMSX
GWGIX vs VIMSX Comparison
Open Charts GWGIX vs VIMSX
AMG GW&K Small Mid Cap Core I
Price$19.48
Change+$0.19 (+0.98%)
VolumeN/A
Net Assets731.89M
Vanguard Mid Cap Index Investor
Price$79.84
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
GWGIX vs VIMSX Comparison Chart in %
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GWGIX vs. VIMSX commentary
Sep 28, 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 GWGIX is a Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. GWGIX (732M). VIMSX pays higher dividends than GWGIX: VIMSX (1.35) vs GWGIX (0.08). GWGIX was incepted earlier than VIMSX: GWGIX (10 years) vs VIMSX (27 years). GWGIX (0.87) is less costly to investors than VIMSX (0.17). GWGIX is a more actively managed with annual turnover of: 21.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than GWGIX: VIMSX (3000) vs GWGIX (100000). VIMSX annual gain was more profitable for investors over the last year : 11.57 vs. GWGIX (2.45). VIMSX return over 5 years is better than : 70.75 vs. GWGIX (51.62).
| GWGIX | VIMSX | GWGIX / VIMSX | |
| Total Expense Ratio | 0.87 | 0.17 | 512% |
| Annual Report Gross Expense Ratio | 0.87 | 0.17 | 512% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 2.743 | 10.845 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 199B | 0% |
| Annual Yield % from dividends | 0.08 | 1.35 | 6% |
| Returns for 1 year | 2.45 | 11.57 | 21% |
| Returns for 3 years | 35.19 | 55.74 | 63% |
| Returns for 5 years | 51.62 | 70.75 | 73% |
| Returns for 10 years | 130.47 | 160.66 | 81% |
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