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GWGVX vs VEXAX
GWGVX vs VEXAX Comparison
Open Charts GWGVX vs VEXAX
AMG GW&K Small Mid Cap Core N
Price$20.37
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets748.23M
Vanguard Extended Market Index Admiral
Price$162.50
Change-$0.62 (-0.38%)
VolumeN/A
Net Assets82.12B
GWGVX vs VEXAX Comparison Chart in %
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GWGVX vs. VEXAX 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 GWGVX is a Hold and VEXAX is a Hold.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 82.1B vs. GWGVX (748M). VEXAX pays higher dividends than GWGVX: VEXAX (1.11) vs GWGVX (0.00). GWGVX was incepted earlier than VEXAX: GWGVX (9 years) vs VEXAX (25 years). GWGVX (1.07) is less costly to investors than VEXAX (0.05). GWGVX is a more actively managed with annual turnover of: 21.00 vs. VEXAX (11.00). GWGVX has a lower initial minimum investment than VEXAX: GWGVX (2000) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 9.31 vs. GWGVX (3.95). VEXAX (21.41) and GWGVX (20.81) have equivalent 5 years return.
| GWGVX | VEXAX | GWGVX / VEXAX | |
| Total Expense Ratio | 1.07 | 0.05 | 2,140% |
| Annual Report Gross Expense Ratio | 1.07 | 0.05 | 2,140% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 5.796 | 2.837 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 748M | 82.1B | 1% |
| Annual Yield % from dividends | 0.00 | 1.11 | - |
| Returns for 1 year | 3.95 | 9.31 | 42% |
| Returns for 3 years | 21.17 | 43.70 | 48% |
| Returns for 5 years | 20.81 | 21.41 | 97% |
| Returns for 10 years | N/A | 204.29 | - |
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