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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$19.12
Change-$0.15 (-0.78%)
VolumeN/A
Net Assets770.78M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
GWGZX vs VIMSX Comparison Chart in %
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GWGZX vs. VIMSX commentary
Aug 17, 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 Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. GWGZX (771M). VIMSX pays higher dividends than GWGZX: VIMSX (1.37) vs GWGZX (0.13). 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 : 14.31 vs. GWGZX (3.65). VIMSX return over 5 years is better than : 62.16 vs. GWGZX (40.13).
| 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 | 0.685 | 8.291 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 197B | 0% |
| Annual Yield % from dividends | 0.13 | 1.37 | 10% |
| Returns for 1 year | 3.65 | 14.31 | 26% |
| Returns for 3 years | 11.25 | 26.39 | 43% |
| Returns for 5 years | 40.13 | 62.16 | 65% |
| Returns for 10 years | N/A | 125.09 | - |
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