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GWGZX vs VIMSX
GWGZX vs VIMSX Comparison
Open Charts GWGZX vs VIMSX
AMG GW&K Small Mid Cap Core Z
Price$19.82
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets759.45M
Vanguard Mid Cap Index Investor
Price$79.16
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets199.16B
GWGZX vs VIMSX Comparison Chart in %
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GWGZX vs. VIMSX commentary
Sep 09, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. GWGZX (759M). VIMSX pays higher dividends than GWGZX: VIMSX (1.35) vs GWGZX (0.13). GWGZX was incepted earlier than VIMSX: GWGZX (9 years) vs VIMSX (27 years). GWGZX (0.82) is less costly to investors than VIMSX (0.17). GWGZX is a more actively managed with annual turnover of: 21.00 vs. VIMSX (16.00). VIMSX has a lower initial minimum investment than GWGZX: VIMSX (3000) vs GWGZX (5000000). VIMSX annual gain was more profitable for investors over the last year : 16.64 vs. GWGZX (9.88). VIMSX return over 5 years is better than : 66.39 vs. GWGZX (49.51).
| GWGZX | VIMSX | GWGZX / VIMSX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 4.371 | 9.901 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 199B | 0% |
| Annual Yield % from dividends | 0.13 | 1.35 | 9% |
| Returns for 1 year | 9.88 | 16.64 | 59% |
| Returns for 3 years | 22.20 | 34.54 | 64% |
| Returns for 5 years | 49.51 | 66.39 | 75% |
| Returns for 10 years | N/A | 142.88 | - |
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