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GWGIX vs VMCPX
GWGIX vs VMCPX Comparison
Open Charts GWGIX vs VMCPX
AMG GW&K Small Mid Cap Core I
Price$19.08
Change-$0.15 (-0.78%)
VolumeN/A
Net Assets770.78M
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
GWGIX vs VMCPX Comparison Chart in %
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GWGIX vs. VMCPX 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 GWGIX is a Hold and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. GWGIX (771M). VMCPX pays higher dividends than GWGIX: VMCPX (1.51) vs GWGIX (0.09). GWGIX was incepted earlier than VMCPX: GWGIX (10 years) vs VMCPX (15 years). GWGIX (0.87) is less costly to investors than VMCPX (0.03). GWGIX is a more actively managed with annual turnover of: 21.00 vs. VMCPX (16.00). GWGIX has a lower initial minimum investment than VMCPX: GWGIX (100000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 14.33 vs. GWGIX (3.61). VMCPX return over 5 years is better than : 62.30 vs. GWGIX (39.83).
| GWGIX | VMCPX | GWGIX / VMCPX | |
| Total Expense Ratio | 0.87 | 0.03 | 2,900% |
| Annual Report Gross Expense Ratio | 0.87 | 0.03 | 2,900% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 0.633 | 8.316 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 197B | 0% |
| Annual Yield % from dividends | 0.09 | 1.51 | 6% |
| Returns for 1 year | 3.61 | 14.33 | 25% |
| Returns for 3 years | 11.18 | 26.46 | 42% |
| Returns for 5 years | 39.83 | 62.30 | 64% |
| Returns for 10 years | 95.06 | 125.31 | 76% |
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