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GWGZX vs VMCPX
GWGZX vs VMCPX Comparison
Open Charts GWGZX vs VMCPX
AMG GW&K Small Mid Cap Core Z
Price$19.82
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets759.45M
Vanguard Mid Cap Index InstitutionalPlus
Price$391.25
Change+$0.80 (+0.20%)
VolumeN/A
Net Assets199.16B
GWGZX vs VMCPX Comparison Chart in %
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GWGZX vs. VMCPX commentary
Sep 10, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. GWGZX (759M). VMCPX pays higher dividends than GWGZX: VMCPX (1.48) vs GWGZX (0.13). GWGZX was incepted earlier than VMCPX: GWGZX (9 years) vs VMCPX (15 years). GWGZX (0.82) is less costly to investors than VMCPX (0.03). GWGZX is a more actively managed with annual turnover of: 21.00 vs. VMCPX (16.00). GWGZX has a lower initial minimum investment than VMCPX: GWGZX (5000000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 16.67 vs. GWGZX (9.88). VMCPX return over 5 years is better than : 66.52 vs. GWGZX (49.51).
| GWGZX | VMCPX | GWGZX / VMCPX | |
| Total Expense Ratio | 0.82 | 0.03 | 2,733% |
| Annual Report Gross Expense Ratio | 0.82 | 0.03 | 2,733% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 4.371 | 9.938 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 199B | 0% |
| Annual Yield % from dividends | 0.13 | 1.48 | 9% |
| Returns for 1 year | 9.88 | 16.67 | 59% |
| Returns for 3 years | 22.20 | 34.61 | 64% |
| Returns for 5 years | 49.51 | 66.52 | 74% |
| Returns for 10 years | N/A | 143.06 | - |
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