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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$18.96
Change-$0.15 (-0.78%)
VolumeN/A
Net Assets770.78M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
GWGVX vs VIMSX Comparison Chart in %
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GWGVX vs. VIMSX commentary
Aug 18, 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 VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. GWGVX (771M). VIMSX pays higher dividends than GWGVX: VIMSX (1.37) 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 : 14.31 vs. GWGVX (3.38). VIMSX return over 5 years is better than : 62.16 vs. GWGVX (38.60).
| 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 | 0.477 | 8.291 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 197B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 3.38 | 14.31 | 24% |
| Returns for 3 years | 10.68 | 26.39 | 40% |
| Returns for 5 years | 38.60 | 62.16 | 62% |
| Returns for 10 years | N/A | 125.09 | - |
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