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GWSAX vs VMCIX
GWSAX vs VMCIX Comparison
Open Charts GWSAX vs VMCIX
Gabelli Focused Gr and Inc A
Price$16.52
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets45.97M
Vanguard Mid Cap Index Institutional
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets185.28B
GWSAX vs VMCIX Comparison Chart
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GWSAX vs. VMCIX 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. GWSAX (46M). GWSAX pays higher dividends than VMCIX: GWSAX (5.39) vs VMCIX (1.53). GWSAX was incepted earlier than VMCIX: GWSAX (22 years) vs VMCIX (27 years). GWSAX (1.64) is less costly to investors than VMCIX (0.04). GWSAX is a more actively managed with annual turnover of: 31.00 vs. VMCIX (16.00). GWSAX has a lower initial minimum investment than VMCIX: GWSAX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 11.84 vs. GWSAX (2.50). VMCIX (59.81) and GWSAX (59.12) have equivalent 5 years return.
| GWSAX | VMCIX | GWSAX / VMCIX | |
| Total Expense Ratio | 1.25 | 0.04 | 3,125% |
| Annual Report Gross Expense Ratio | 1.64 | 0.04 | 4,100% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -4.617 | 3.264 | -141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 185B | 0% |
| Annual Yield % from dividends | 5.39 | 1.53 | 352% |
| Returns for 1 year | 2.50 | 11.84 | 21% |
| Returns for 3 years | 7.44 | 25.45 | 29% |
| Returns for 5 years | 59.12 | 59.81 | 99% |
| Returns for 10 years | 32.92 | 116.82 | 28% |
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