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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$19.12
Change-$0.15 (-0.78%)
VolumeN/A
Net Assets770.78M
Vanguard Mid Cap Index Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
GWGZX vs VMCIX Comparison Chart in %
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GWGZX vs. VMCIX 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. GWGZX (771M). VMCIX pays higher dividends than GWGZX: VMCIX (1.50) vs GWGZX (0.13). 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 : 14.33 vs. GWGZX (3.65). VMCIX return over 5 years is better than : 62.28 vs. GWGZX (40.13).
| 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 | 0.685 | 8.308 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 197B | 0% |
| Annual Yield % from dividends | 0.13 | 1.50 | 9% |
| Returns for 1 year | 3.65 | 14.33 | 25% |
| Returns for 3 years | 11.25 | 26.45 | 43% |
| Returns for 5 years | 40.13 | 62.28 | 64% |
| Returns for 10 years | N/A | 125.29 | - |
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