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GWGVX vs VMCPX
GWGVX vs VMCPX Comparison
Open Charts GWGVX vs VMCPX
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 InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
GWGVX vs VMCPX Comparison Chart in %
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GWGVX vs. VMCPX 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. GWGVX (778M). 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 : 17.65 vs. GWGVX (5.56). VMCPX return over 5 years is better than : 73.80 vs. GWGVX (51.34).
| GWGVX | VMCPX | GWGVX / VMCPX | |
| Total Expense Ratio | 1.07 | 0.03 | 3,567% |
| Annual Report Gross Expense Ratio | 1.07 | 0.03 | 3,567% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | -1.431 | 7.631 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | 5.56 | 17.65 | 32% |
| Returns for 3 years | 22.61 | 43.14 | 52% |
| Returns for 5 years | 51.34 | 73.80 | 70% |
| Returns for 10 years | N/A | 127.62 | - |
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