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GWGZX vs VMCIX
GWGZX vs VMCIX Comparison
Open Charts GWGZX vs VMCIX
AMG GW&K Small Mid Cap Core Z
Price$18.75
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets777.62M
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
GWGZX vs VMCIX Comparison Chart in %
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GWGZX vs. VMCIX commentary
Jul 07, 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 (778M). 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 : 17.65 vs. GWGZX (5.89). VMCIX return over 5 years is better than : 73.80 vs. GWGZX (53.04).
| 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 | -1.264 | 7.629 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 778M | 185B | 0% |
| Annual Yield % from dividends | 0.14 | 1.53 | 9% |
| Returns for 1 year | 5.89 | 17.65 | 33% |
| Returns for 3 years | 23.25 | 43.12 | 54% |
| Returns for 5 years | 53.04 | 73.80 | 72% |
| Returns for 10 years | N/A | 127.60 | - |
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