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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$17.60
Change-$0.29 (-1.62%)
VolumeN/A
Net Assets737.42M
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
GWGVX vs VMCPX Comparison Chart
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GWGVX vs. VMCPX commentary
Jun 16, 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 (737M). 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 : 11.60 vs. GWGVX (0.17). VMCPX return over 5 years is better than : 69.72 vs. GWGVX (45.94).
| 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 | -6.730 | 2.781 | -242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 185B | 0% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | 0.17 | 11.60 | 1% |
| Returns for 3 years | 17.41 | 39.16 | 44% |
| Returns for 5 years | 45.94 | 69.72 | 66% |
| Returns for 10 years | N/A | 114.26 | - |
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