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GWGZX vs VIEIX
GWGZX vs VIEIX Comparison
Open Charts GWGZX vs VIEIX
AMG GW&K Small Mid Cap Core Z
Price$19.54
Change-$0.38 (-1.91%)
VolumeN/A
Net Assets733.83M
Vanguard Extended Market Index Instl
Price$155.06
Change-$4.21 (-2.64%)
VolumeN/A
Net Assets83.92B
GWGZX vs VIEIX Comparison Chart in %
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GWGZX vs. VIEIX commentary
Nov 14, 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 StrongBuy and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 83.9B vs. GWGZX (734M). VIEIX pays higher dividends than GWGZX: VIEIX (1.09) vs GWGZX (0.13). GWGZX was incepted earlier than VIEIX: GWGZX (9 years) vs VIEIX (28 years). GWGZX (0.82) is less costly to investors than VIEIX (0.05). GWGZX is a more actively managed with annual turnover of: 21.00 vs. VIEIX (11.00). GWGZX (5000000) and VIEIX (5000000) have matching initial minimum investment requirements. VIEIX annual gain was more profitable for investors over the last year : 5.73 vs. GWGZX (-1.94). VIEIX return over 5 years is better than : 47.81 vs. GWGZX (33.98).
| GWGZX | VIEIX | GWGZX / VIEIX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 4.897 | 10.788 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 734M | 83.9B | 1% |
| Annual Yield % from dividends | 0.13 | 1.09 | 12% |
| Returns for 1 year | -1.94 | 5.73 | -34% |
| Returns for 3 years | 22.21 | 48.62 | 46% |
| Returns for 5 years | 33.98 | 47.81 | 71% |
| Returns for 10 years | N/A | 157.78 | - |
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