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GWSAX vs VIMSX
GWSAX vs VIMSX Comparison
Open Charts GWSAX vs VIMSX
Gabelli Focused Gr and Inc A
Price$16.90
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets46.76M
Vanguard Mid Cap Index Investor
Price$77.75
Change+$0.39 (+0.50%)
VolumeN/A
Net Assets192.45B
GWSAX vs VIMSX Comparison Chart in %
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GWSAX vs. VIMSX commentary
Jul 19, 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 Hold and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. GWSAX (46.8M). GWSAX pays higher dividends than VIMSX: GWSAX (5.28) vs VIMSX (1.40). GWSAX was incepted earlier than VIMSX: GWSAX (23 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 : 13.07 vs. GWSAX (3.43). VIMSX (67.24) and GWSAX (66.20) have equivalent 5 years return.
| GWSAX | VIMSX | GWSAX / VIMSX | |
| Total Expense Ratio | 1.25 | 0.17 | 735% |
| Annual Report Gross Expense Ratio | 1.64 | 0.17 | 965% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -0.527 | 7.402 | -7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 192B | 0% |
| Annual Yield % from dividends | 5.28 | 1.40 | 377% |
| Returns for 1 year | 3.43 | 13.07 | 26% |
| Returns for 3 years | 22.41 | 43.11 | 52% |
| Returns for 5 years | 66.20 | 67.24 | 98% |
| Returns for 10 years | 43.12 | 124.64 | 35% |
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