Interact to see
Advertisement
Advertisement
GWGZX vs VIMAX
GWGZX vs VIMAX Comparison
Open Charts GWGZX vs VIMAX
AMG GW&K Small Mid Cap Core Z
Price$18.94
Change+$0.18 (+0.96%)
VolumeN/A
Net Assets779.62M
Vanguard Mid Cap Index Admiral
Price$358.77
Change+$2.72 (+0.76%)
VolumeN/A
Net Assets192.45B
GWGZX vs VIMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWGZX vs. VIMAX commentary
Jul 27, 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 VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 192B vs. GWGZX (780M). VIMAX pays higher dividends than GWGZX: VIMAX (1.52) vs GWGZX (0.14). GWGZX was incepted earlier than VIMAX: GWGZX (8 years) vs VIMAX (24 years). GWGZX (0.82) is less costly to investors than VIMAX (0.05). GWGZX is a more actively managed with annual turnover of: 21.00 vs. VIMAX (16.00). VIMAX has a lower initial minimum investment than GWGZX: VIMAX (3000) vs GWGZX (5000000). VIMAX annual gain was more profitable for investors over the last year : 17.91 vs. GWGZX (1.74). VIMAX return over 5 years is better than : 70.91 vs. GWGZX (47.75).
| GWGZX | VIMAX | GWGZX / VIMAX | |
| Total Expense Ratio | 0.82 | 0.05 | 1,640% |
| Annual Report Gross Expense Ratio | 0.82 | 0.05 | 1,640% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -0.263 | 9.828 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 780M | 192B | 0% |
| Annual Yield % from dividends | 0.14 | 1.52 | 9% |
| Returns for 1 year | 1.74 | 17.91 | 10% |
| Returns for 3 years | 20.78 | 42.12 | 49% |
| Returns for 5 years | 47.75 | 70.91 | 67% |
| Returns for 10 years | N/A | 132.63 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement