GWGVX
Price
$18.60
Change
+$0.08 (+0.43%)
Updated
Jul 3 closing price
Net Assets
777.62M
VIMSX
Price
$77.52
Change
+$0.46 (+0.60%)
Updated
Jul 3 closing price
Net Assets
185.28B
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GWGVX vs VIMSX

Header iconGWGVX vs VIMSX Comparison
Open Charts GWGVX vs VIMSXBanner chart's image
AMG GW&K Small Mid Cap Core N
Price$18.60
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets777.62M
Vanguard Mid Cap Index Investor
Price$77.52
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
GWGVX vs VIMSX Comparison Chart in %
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GWGVX vs. VIMSX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. GWGVX (778M). 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 : 17.63 vs. GWGVX (5.56). VIMSX return over 5 years is better than : 73.64 vs. GWGVX (51.34).
GWGVXVIMSXGWGVX / VIMSX
Total Expense Ratio1.070.17629%
Annual Report Gross Expense Ratio1.070.17629%
Fund Existence8 years27 years-
Gain YTD-1.4317.625-19%
Front LoadN/AN/A-
Min. Initial Investment2000300067%
Min. Initial Investment IRAN/AN/A-
Net Assets778M185B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year5.5617.6332%
Returns for 3 years22.6143.0653%
Returns for 5 years51.3473.6470%
Returns for 10 yearsN/A127.44-
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