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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$18.60
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.
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).
| 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 | -1.431 | 7.625 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 5.56 | 17.63 | 32% |
| Returns for 3 years | 22.61 | 43.06 | 53% |
| Returns for 5 years | 51.34 | 73.64 | 70% |
| Returns for 10 years | N/A | 127.44 | - |
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