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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$19.65
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets759.15M
Vanguard Extended Market Index Investor
Price$158.43
Change+$0.73 (+0.46%)
VolumeN/A
Net Assets81.53B
GWGVX vs VEXMX Comparison Chart in %
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GWGVX vs. VEXMX commentary
Sep 09, 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 Buy and VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 81.5B vs. GWGVX (759M). VEXMX pays higher dividends than GWGVX: VEXMX (0.95) 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 : 20.33 vs. GWGVX (8.15). VEXMX return over 5 years is better than : 62.37 vs. GWGVX (47.30).
| 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 | 4.134 | 9.506 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 81.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 8.15 | 20.33 | 40% |
| Returns for 3 years | 27.68 | 51.87 | 53% |
| Returns for 5 years | 47.30 | 62.37 | 76% |
| Returns for 10 years | N/A | 148.23 | - |
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