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GWSAX vs VMCPX
GWSAX vs VMCPX Comparison
Open Charts GWSAX vs VMCPX
Gabelli Focused Gr and Inc A
Price$16.90
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets46.76M
Vanguard Mid Cap Index InstitutionalPlus
Price$384.18
Change+$1.91 (+0.50%)
VolumeN/A
Net Assets192.45B
GWSAX vs VMCPX Comparison Chart in %
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GWSAX vs. VMCPX commentary
Jul 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. GWSAX (46.8M). GWSAX pays higher dividends than VMCPX: GWSAX (5.28) vs VMCPX (1.54). GWSAX was incepted earlier than VMCPX: GWSAX (23 years) vs VMCPX (15 years). GWSAX (1.64) is less costly to investors than VMCPX (0.03). GWSAX is a more actively managed with annual turnover of: 31.00 vs. VMCPX (16.00). GWSAX has a lower initial minimum investment than VMCPX: GWSAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 13.09 vs. GWSAX (3.43). VMCPX (67.37) and GWSAX (66.20) have equivalent 5 years return.
| GWSAX | VMCPX | GWSAX / VMCPX | |
| Total Expense Ratio | 1.25 | 0.03 | 4,167% |
| Annual Report Gross Expense Ratio | 1.64 | 0.03 | 5,467% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | -0.527 | 7.414 | -7% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 192B | 0% |
| Annual Yield % from dividends | 5.28 | 1.54 | 343% |
| Returns for 1 year | 3.43 | 13.09 | 26% |
| Returns for 3 years | 22.41 | 43.17 | 52% |
| Returns for 5 years | 66.20 | 67.37 | 98% |
| Returns for 10 years | 43.12 | 124.83 | 35% |
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