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GWSAX vs VMCPX
GWSAX vs VMCPX Comparison
Open Charts GWSAX vs VMCPX
Gabelli Focused Gr and Inc A
Price$16.65
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets44.66M
Vanguard Mid Cap Index InstitutionalPlus
Price$381.51
Change+$0.13 (+0.03%)
VolumeN/A
Net Assets198.55B
GWSAX vs VMCPX Comparison Chart in %
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GWSAX vs. VMCPX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. GWSAX (44.7M). GWSAX pays higher dividends than VMCPX: GWSAX (5.65) vs VMCPX (1.51). 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 : 3.40 vs. GWSAX (0.40). VMCPX (45.80) and GWSAX (44.78) 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 | -0.553 | 7.196 | -8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7M | 199B | 0% |
| Annual Yield % from dividends | 5.65 | 1.51 | 374% |
| Returns for 1 year | 0.40 | 3.40 | 12% |
| Returns for 3 years | 21.27 | 35.52 | 60% |
| Returns for 5 years | 44.78 | 45.80 | 98% |
| Returns for 10 years | 59.87 | 134.13 | 45% |
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