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GWSAX vs VMCIX
GWSAX vs VMCIX Comparison
Open Charts GWSAX vs VMCIX
Gabelli Focused Gr and Inc A
Price$16.57
Change+$0.25 (+1.53%)
VolumeN/A
Net Assets44.35M
Vanguard Mid Cap Index Institutional
Price$67.21
Change+$0.54 (+0.81%)
VolumeN/A
Net Assets175.23B
GWSAX vs VMCIX Comparison Chart
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GWSAX vs. VMCIX commentary
Apr 18, 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. GWSAX (44.3M). GWSAX pays higher dividends than VMCIX: GWSAX (4.85) vs VMCIX (1.60). 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 (13.00). GWSAX has a lower initial minimum investment than VMCIX: GWSAX (1000) vs VMCIX (5000000). GWSAX annual gain was more profitable for investors over the last year : 7.98 vs. VMCIX (3.83). GWSAX return over 5 years is better than : 89.26 vs. VMCIX (67.49).
| 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 | -5.818 | -7.614 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.3M | 175B | 0% |
| Annual Yield % from dividends | 4.85 | 1.60 | 303% |
| Returns for 1 year | 7.98 | 3.83 | 208% |
| Returns for 3 years | 4.21 | 5.78 | 73% |
| Returns for 5 years | 89.26 | 67.49 | 132% |
| Returns for 10 years | 27.90 | 91.31 | 31% |
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