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GWGVX vs VIMSX
GWGVX vs VIMSX Comparison
Open Charts GWGVX vs VIMSX
AMG GW&K Small Mid Cap Core N
Price$18.79
Change+$0.18 (+0.97%)
VolumeN/A
Net Assets779.62M
Vanguard Mid Cap Index Investor
Price$79.10
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
GWGVX vs VIMSX Comparison Chart in %
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GWGVX vs. VIMSX commentary
Jul 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 Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. GWGVX (780M). VIMSX pays higher dividends than GWGVX: VIMSX (1.40) vs GWGVX (0.00). GWGVX was incepted earlier than VIMSX: GWGVX (8 years) vs VIMSX (27 years). GWGVX (1.07) is less costly to investors than VIMSX (0.17). GWGVX is a more actively managed with annual turnover of: 21.00 vs. VIMSX (16.00). GWGVX has a lower initial minimum investment than VIMSX: GWGVX (2000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 17.91 vs. GWGVX (1.46). VIMSX return over 5 years is better than : 70.78 vs. GWGVX (46.11).
| GWGVX | VIMSX | GWGVX / VIMSX | |
| Total Expense Ratio | 1.07 | 0.17 | 629% |
| Annual Report Gross Expense Ratio | 1.07 | 0.17 | 629% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -0.424 | 9.818 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 780M | 192B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 1.46 | 17.91 | 8% |
| Returns for 3 years | 20.14 | 42.07 | 48% |
| Returns for 5 years | 46.11 | 70.78 | 65% |
| Returns for 10 years | N/A | 132.48 | - |
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