Interact to see
Advertisement
Advertisement
GWGVX vs VMCIX
GWGVX vs VMCIX Comparison
Open Charts GWGVX vs VMCIX
AMG GW&K Small Mid Cap Core N
Price$19.65
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets759.15M
Vanguard Mid Cap Index Institutional
Price$79.33
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
GWGVX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWGVX vs. VMCIX commentary
Sep 09, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. GWGVX (759M). VMCIX pays higher dividends than GWGVX: VMCIX (1.47) vs GWGVX (0.00). GWGVX was incepted earlier than VMCIX: GWGVX (9 years) vs VMCIX (27 years). GWGVX (1.07) is less costly to investors than VMCIX (0.04). GWGVX is a more actively managed with annual turnover of: 21.00 vs. VMCIX (16.00). GWGVX has a lower initial minimum investment than VMCIX: GWGVX (2000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 15.05 vs. GWGVX (8.15). VMCIX return over 5 years is better than : 65.06 vs. GWGVX (47.30).
| GWGVX | VMCIX | GWGVX / VMCIX | |
| Total Expense Ratio | 1.07 | 0.04 | 2,675% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 4.134 | 9.708 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 199B | 0% |
| Annual Yield % from dividends | 0.00 | 1.47 | - |
| Returns for 1 year | 8.15 | 15.05 | 54% |
| Returns for 3 years | 27.68 | 41.08 | 67% |
| Returns for 5 years | 47.30 | 65.06 | 73% |
| Returns for 10 years | N/A | 141.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement