Ad is loading...
GWSAX vs VMCIX
GWSAX vs VMCIX Comparison
Open Charts GWSAX vs VMCIX
Gabelli Focused Gr and Inc A
Price$16.62
Change-$0.18 (-1.07%)
VolumeN/A
Net Assets45.71M
Vanguard Mid Cap Index Institutional
Price$71.81
Change+$0.62 (+0.87%)
VolumeN/A
Net Assets175.12B
GWSAX vs VMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWSAX vs. VMCIX commentary
May 09, 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 (45.7M). GWSAX pays higher dividends than VMCIX: GWSAX (5.19) vs VMCIX (1.61). 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 : 7.11 vs. GWSAX (5.69). GWSAX return over 5 years is better than : 82.88 vs. VMCIX (71.84).
| 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 | -2.584 | -1.350 | 191% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.7M | 175B | 0% |
| Annual Yield % from dividends | 5.19 | 1.61 | 322% |
| Returns for 1 year | 5.69 | 7.11 | 80% |
| Returns for 3 years | 16.94 | 26.22 | 65% |
| Returns for 5 years | 82.88 | 71.84 | 115% |
| Returns for 10 years | 35.12 | 105.02 | 33% |
View a ticker or compare two or three
VS
VS
Ad is loading...