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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$18.94
Change+$0.18 (+0.96%)
VolumeN/A
Net Assets779.62M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
GWGZX vs VMCPX Comparison Chart in %
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GWGZX vs. VMCPX commentary
Jul 27, 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: 192B vs. GWGZX (780M). VMCPX pays higher dividends than GWGZX: VMCPX (1.54) vs GWGZX (0.14). GWGZX was incepted earlier than VMCPX: GWGZX (8 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 : 17.91 vs. GWGZX (1.74). VMCPX return over 5 years is better than : 70.93 vs. GWGZX (47.75).
| 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 | 8 years | 15 years | - |
| Gain YTD | -0.263 | 9.831 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 780M | 192B | 0% |
| Annual Yield % from dividends | 0.14 | 1.54 | 9% |
| Returns for 1 year | 1.74 | 17.91 | 10% |
| Returns for 3 years | 20.78 | 42.13 | 49% |
| Returns for 5 years | 47.75 | 70.93 | 67% |
| Returns for 10 years | N/A | 132.70 | - |
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