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GWGVX vs VEXMX
GWGVX vs VEXMX Comparison
Open Charts GWGVX vs VEXMX
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 Investor
Price$162.62
Change-$0.62 (-0.38%)
VolumeN/A
Net Assets82.12B
GWGVX vs VEXMX Comparison Chart in %
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GWGVX 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 GWGVX is a Hold and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 82.1B vs. GWGVX (748M). VEXMX pays higher dividends than GWGVX: VEXMX (0.98) vs GWGVX (0.00). GWGVX was incepted earlier than VEXMX: GWGVX (9 years) vs VEXMX (38 years). GWGVX (1.07) is less costly to investors than VEXMX (0.19). GWGVX is a more actively managed with annual turnover of: 21.00 vs. VEXMX (11.00). GWGVX has a lower initial minimum investment than VEXMX: GWGVX (2000) vs VEXMX (3000). VEXMX annual gain was more profitable for investors over the last year : 9.27 vs. GWGVX (3.95). VEXMX (21.26) and GWGVX (20.81) have equivalent 5 years return.
| GWGVX | VEXMX | GWGVX / VEXMX | |
| Total Expense Ratio | 1.07 | 0.19 | 563% |
| Annual Report Gross Expense Ratio | 1.07 | 0.19 | 563% |
| Fund Existence | 9 years | 38 years | - |
| Gain YTD | 5.796 | 2.828 | 205% |
| 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 | 0.98 | - |
| Returns for 1 year | 3.95 | 9.27 | 43% |
| Returns for 3 years | 21.17 | 43.56 | 49% |
| Returns for 5 years | 20.81 | 21.26 | 98% |
| Returns for 10 years | N/A | 203.31 | - |
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