Ad is loading...
GWSAX vs VMCIX
GWSAX vs VMCIX Comparison
Open Charts GWSAX vs VMCIX
Gabelli Focused Gr and Inc A
Price$18.06
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets48.53M
Vanguard Mid Cap Index Institutional
Price$74.90
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets176.87B
GWSAX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWSAX vs. VMCIX commentary
Jan 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 177B vs. GWSAX (48.5M). GWSAX pays higher dividends than VMCIX: GWSAX (4.54) vs VMCIX (1.50). GWSAX was incepted earlier than VMCIX: GWSAX (22 years) vs VMCIX (27 years). GWSAX is a more actively managed with annual turnover of: 36.00 vs. VMCIX (13.00). GWSAX has a lower initial minimum investment than VMCIX: GWSAX (1000) vs VMCIX (5000000). VMCIX (20.83) and GWSAX (19.90) have marching annual gain over last year. VMCIX (50.73) and GWSAX (48.98) have equivalent 5 years return.
| GWSAX | VMCIX | GWSAX / VMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 2.906 | 3.725 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.5M | 177B | 0% |
| Annual Yield % from dividends | 4.54 | 1.50 | 303% |
| Returns for 1 year | 19.90 | 20.83 | 96% |
| Returns for 3 years | 13.26 | 15.31 | 87% |
| Returns for 5 years | 48.98 | 50.73 | 97% |
| Returns for 10 years | 56.84 | 130.46 | 44% |
View a ticker or compare two or three
VS
VS
Ad is loading...