Interact to see
Advertisement
Advertisement
GWGZX vs VMCIX
GWGZX vs VMCIX Comparison
Open Charts GWGZX vs VMCIX
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 Institutional
Price$74.17
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
GWGZX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWGZX vs. VMCIX 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. GWGZX (737M). VMCIX pays higher dividends than GWGZX: VMCIX (1.53) vs GWGZX (0.14). GWGZX was incepted earlier than VMCIX: GWGZX (8 years) vs VMCIX (27 years). GWGZX (0.82) is less costly to investors than VMCIX (0.04). GWGZX is a more actively managed with annual turnover of: 21.00 vs. VMCIX (16.00). GWGZX (5000000) and VMCIX (5000000) have matching initial minimum investment requirements. VMCIX annual gain was more profitable for investors over the last year : 11.61 vs. GWGZX (-0.10). VMCIX return over 5 years is better than : 69.71 vs. GWGZX (47.42).
| GWGZX | VMCIX | GWGZX / VMCIX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,050% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -6.582 | 2.779 | -237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 185B | 0% |
| Annual Yield % from dividends | 0.14 | 1.53 | 9% |
| Returns for 1 year | -0.10 | 11.61 | -1% |
| Returns for 3 years | 18.00 | 39.17 | 46% |
| Returns for 5 years | 47.42 | 69.71 | 68% |
| Returns for 10 years | N/A | 114.21 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement