Interact to see
Advertisement
Advertisement
GWGVX vs VEXMX
GWGVX vs VEXMX Comparison
Open Charts GWGVX vs VEXMX
AMG GW&K Small Mid Cap Core N
Price$19.75
Change+$0.07 (+0.36%)
VolumeN/A
Net Assets732.27M
Vanguard Extended Market Index Investor
Price$159.39
Change-$0.10 (-0.06%)
VolumeN/A
Net Assets83.92B
GWGVX vs VEXMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWGVX vs. VEXMX commentary
Nov 14, 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 GWGVX is a StrongBuy and VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 83.9B vs. GWGVX (732M). VEXMX pays higher dividends than GWGVX: VEXMX (0.96) 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 : 5.70 vs. GWGVX (-2.18). VEXMX return over 5 years is better than : 47.59 vs. GWGVX (32.55).
| 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 | 4.663 | 10.742 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 83.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.96 | - |
| Returns for 1 year | -2.18 | 5.70 | -38% |
| Returns for 3 years | 21.61 | 48.47 | 45% |
| Returns for 5 years | 32.55 | 47.59 | 68% |
| Returns for 10 years | N/A | 156.89 | - |