GWGVX
Price
$18.79
Change
+$0.18 (+0.97%)
Updated
Jul 25 closing price
Net Assets
779.62M
VMCPX
Price
$390.87
Change
+$2.97 (+0.77%)
Updated
Jul 25 closing price
Net Assets
192.45B
Interact to see
Advertisement

GWGVX vs VMCPX

Header iconGWGVX vs VMCPX Comparison
Open Charts GWGVX vs VMCPXBanner chart's image
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 InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
GWGVX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
GWGVX vs. VMCPX 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 VMCPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. GWGVX (780M). VMCPX pays higher dividends than GWGVX: VMCPX (1.54) vs GWGVX (0.00). GWGVX was incepted earlier than VMCPX: GWGVX (8 years) vs VMCPX (15 years). GWGVX (1.07) is less costly to investors than VMCPX (0.03). GWGVX is a more actively managed with annual turnover of: 21.00 vs. VMCPX (16.00). GWGVX has a lower initial minimum investment than VMCPX: GWGVX (2000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 17.91 vs. GWGVX (1.46). VMCPX return over 5 years is better than : 70.93 vs. GWGVX (46.11).
GWGVXVMCPXGWGVX / VMCPX
Total Expense Ratio1.070.033,567%
Annual Report Gross Expense Ratio1.070.033,567%
Fund Existence8 years15 years-
Gain YTD-0.4249.831-4%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets780M192B0%
Annual Yield % from dividends0.001.54-
Returns for 1 year1.4617.918%
Returns for 3 years20.1442.1348%
Returns for 5 years46.1170.9365%
Returns for 10 yearsN/A132.70-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ASTH23.270.77
+3.45%
Astrana Health
XOMAP25.75N/A
N/A
XOMA Corp
TRC18.99-0.14
-0.73%
Tejon Ranch Co
NVNO4.96-0.06
-1.20%
enVVeno Medical Corp
AR32.53-0.73
-2.19%
ANTERO RESOURCES Corp