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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$17.74
Change-$0.29 (-1.61%)
VolumeN/A
Net Assets737.42M
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
GWGZX vs VIMSX Comparison Chart
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GWGZX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. GWGZX (737M). VIMSX pays higher dividends than GWGZX: VIMSX (1.40) vs GWGZX (0.14). GWGZX was incepted earlier than VIMSX: GWGZX (8 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 : 11.58 vs. GWGZX (-0.10). VIMSX return over 5 years is better than : 69.57 vs. GWGZX (47.42).
| GWGZX | VIMSX | GWGZX / VIMSX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -6.582 | 2.751 | -239% |
| 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 | 1.40 | 10% |
| Returns for 1 year | -0.10 | 11.58 | -1% |
| Returns for 3 years | 18.00 | 39.11 | 46% |
| Returns for 5 years | 47.42 | 69.57 | 68% |
| Returns for 10 years | N/A | 114.00 | - |
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