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GWGVX vs VEXPX
GWGVX vs VEXPX Comparison
Open Charts GWGVX vs VEXPX
AMG GW&K Small Mid Cap Core N
Price$19.56
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets731.53M
GWGVX vs VEXPX Comparison Chart in %
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GWGVX vs. VEXPX commentary
Dec 28, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.7B vs. GWGVX (732M). VEXPX pays higher dividends than GWGVX: VEXPX (0.37) vs GWGVX (0.00). GWGVX was incepted earlier than VEXPX: GWGVX (9 years) vs VEXPX (58 years). GWGVX (1.07) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. GWGVX (21.00). GWGVX has a lower initial minimum investment than VEXPX: GWGVX (2000) vs VEXPX (3000). GWGVX annual gain was more profitable for investors over the last year : 2.14 vs. VEXPX (-5.86). GWGVX return over 5 years is better than : 22.40 vs. VEXPX (-9.82).
| GWGVX | VEXPX | GWGVX / VEXPX | |
| Total Expense Ratio | 1.07 | 0.44 | 243% |
| Annual Report Gross Expense Ratio | 1.07 | 0.44 | 243% |
| Fund Existence | 9 years | 58 years | - |
| Gain YTD | 3.657 | 1.862 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 732M | 20.7B | 4% |
| Annual Yield % from dividends | 0.00 | 0.37 | - |
| Returns for 1 year | 2.14 | -5.86 | -37% |
| Returns for 3 years | 30.40 | 26.81 | 113% |
| Returns for 5 years | 22.40 | -9.82 | -228% |
| Returns for 10 years | N/A | 43.59 | - |
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