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GWGZX vs VEXPX
GWGZX vs VEXPX Comparison
Open Charts GWGZX vs VEXPX
AMG GW&K Small Mid Cap Core Z
Price$20.13
Change+$0.18 (+0.90%)
VolumeN/A
Net Assets736.4M
GWGZX vs VEXPX Comparison Chart in %
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GWGZX vs. VEXPX commentary
Dec 04, 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 GWGZX is a Buy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. GWGZX (736M). VEXPX pays higher dividends than GWGZX: VEXPX (0.37) vs GWGZX (0.12). GWGZX was incepted earlier than VEXPX: GWGZX (9 years) vs VEXPX (58 years). GWGZX (0.82) is less costly to investors than VEXPX (0.44). VEXPX is a more actively managed with annual turnover of: 35.00 vs. GWGZX (21.00). VEXPX has a lower initial minimum investment than GWGZX: VEXPX (3000) vs GWGZX (5000000). GWGZX annual gain was more profitable for investors over the last year : -3.07 vs. VEXPX (-6.50). GWGZX return over 5 years is better than : 30.66 vs. VEXPX (-3.56).
| GWGZX | VEXPX | GWGZX / VEXPX | |
| Total Expense Ratio | 0.82 | 0.44 | 186% |
| Annual Report Gross Expense Ratio | 0.82 | 0.44 | 186% |
| Fund Existence | 9 years | 58 years | - |
| Gain YTD | 5.371 | 7.064 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 20.5B | 4% |
| Annual Yield % from dividends | 0.12 | 0.37 | 34% |
| Returns for 1 year | -3.07 | -6.50 | 47% |
| Returns for 3 years | 20.05 | 18.47 | 109% |
| Returns for 5 years | 30.66 | -3.56 | -861% |
| Returns for 10 years | N/A | 34.74 | - |
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