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GWSAX vs VIMSX
GWSAX vs VIMSX Comparison
Open Charts GWSAX vs VIMSX
Gabelli Focused Gr and Inc A
Price$16.52
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets45.97M
Vanguard Mid Cap Index Investor
Price$74.29
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets185.28B
GWSAX vs VIMSX Comparison Chart
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GWSAX vs. VIMSX commentary
Jun 07, 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 StrongBuy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. GWSAX (46M). GWSAX pays higher dividends than VIMSX: GWSAX (5.39) vs VIMSX (1.40). 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 : 11.82 vs. GWSAX (2.50). VIMSX (59.71) and GWSAX (59.12) 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 | 22 years | 27 years | - |
| Gain YTD | -4.617 | 3.251 | -142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 185B | 0% |
| Annual Yield % from dividends | 5.39 | 1.40 | 385% |
| Returns for 1 year | 2.50 | 11.82 | 21% |
| Returns for 3 years | 7.44 | 25.42 | 29% |
| Returns for 5 years | 59.12 | 59.71 | 99% |
| Returns for 10 years | 32.92 | 116.64 | 28% |
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