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$17.74
Change-$0.29 (-1.61%)
VolumeN/A
Net Assets737.42M
Vanguard Mid Cap Index Admiral
Price$335.74
Change-$3.91 (-1.15%)
VolumeN/A
Net Assets185.28B
GWGZX vs VIMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWGZX vs. VIMAX commentary
Jun 15, 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: 185B vs. GWGZX (737M). 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 : 11.60 vs. GWGZX (-0.10). VIMAX return over 5 years is better than : 69.70 vs. GWGZX (47.42).
| 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 | -6.582 | 2.778 | -237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 185B | 0% |
| Annual Yield % from dividends | 0.14 | 1.52 | 9% |
| Returns for 1 year | -0.10 | 11.60 | -1% |
| Returns for 3 years | 18.00 | 39.15 | 46% |
| Returns for 5 years | 47.42 | 69.70 | 68% |
| Returns for 10 years | N/A | 114.18 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement