GWGVX
Price
$18.60
Change
+$0.08 (+0.43%)
Updated
Jul 3 closing price
Net Assets
777.62M
VMCPX
Price
$383.04
Change
+$2.26 (+0.59%)
Updated
Jul 3 closing price
Net Assets
185.28B
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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$18.60
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.

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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).
GWGVXVMCPXGWGVX / VMCPX
Total Expense Ratio1.070.033,567%
Annual Report Gross Expense Ratio1.070.033,567%
Fund Existence8 years15 years-
Gain YTD-1.4317.631-19%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets778M185B0%
Annual Yield % from dividends0.001.54-
Returns for 1 year5.5617.6532%
Returns for 3 years22.6143.1452%
Returns for 5 years51.3473.8070%
Returns for 10 yearsN/A127.62-
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