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GWSAX vs VIMSX
GWSAX vs VIMSX Comparison
Open Charts GWSAX vs VIMSX
Gabelli Focused Gr and Inc A
Price$16.62
Change-$0.18 (-1.07%)
VolumeN/A
Net Assets45.71M
Vanguard Mid Cap Index Investor
Price$71.66
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
GWSAX vs VIMSX Comparison Chart
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GWSAX vs. VIMSX commentary
May 09, 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 GWSAX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. GWSAX (45.7M). GWSAX pays higher dividends than VIMSX: GWSAX (5.19) vs VIMSX (1.48). GWSAX was incepted earlier than VIMSX: GWSAX (22 years) vs VIMSX (27 years). GWSAX (1.64) is less costly to investors than VIMSX (0.17). GWSAX is a more actively managed with annual turnover of: 31.00 vs. VIMSX (16.00). GWSAX has a lower initial minimum investment than VIMSX: GWSAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 7.09 vs. GWSAX (5.69). GWSAX return over 5 years is better than : 82.88 vs. VIMSX (71.68).
| GWSAX | VIMSX | GWSAX / VIMSX | |
| Total Expense Ratio | 1.25 | 0.17 | 735% |
| Annual Report Gross Expense Ratio | 1.64 | 0.17 | 965% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -2.584 | -1.372 | 188% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.7M | 175B | 0% |
| Annual Yield % from dividends | 5.19 | 1.48 | 351% |
| Returns for 1 year | 5.69 | 7.09 | 80% |
| Returns for 3 years | 16.94 | 26.15 | 65% |
| Returns for 5 years | 82.88 | 71.68 | 116% |
| Returns for 10 years | 35.12 | 104.77 | 34% |
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