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GWSAX vs VMCPX
GWSAX vs VMCPX Comparison
Open Charts GWSAX vs VMCPX
Gabelli Focused Gr and Inc A
Price$18.18
Change-$0.16 (-0.87%)
VolumeN/A
Net Assets49.38M
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
GWSAX vs VMCPX Comparison Chart
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GWSAX vs. VMCPX commentary
Feb 23, 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 StrongBuy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. GWSAX (49.4M). GWSAX pays higher dividends than VMCPX: GWSAX (4.54) vs VMCPX (1.51). GWSAX was incepted earlier than VMCPX: GWSAX (22 years) vs VMCPX (14 years). GWSAX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (13.00). GWSAX has a lower initial minimum investment than VMCPX: GWSAX (1000) vs VMCPX (100000000). GWSAX annual gain was more profitable for investors over the last year : 18.33 vs. VMCPX (14.06). GWSAX return over 5 years is better than : 51.72 vs. VMCPX (48.48).
| GWSAX | VMCPX | GWSAX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 3.993 | 2.485 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.4M | 185B | 0% |
| Annual Yield % from dividends | 4.54 | 1.51 | 301% |
| Returns for 1 year | 18.33 | 14.06 | 130% |
| Returns for 3 years | 17.82 | 19.70 | 90% |
| Returns for 5 years | 51.72 | 48.48 | 107% |
| Returns for 10 years | 44.91 | 114.38 | 39% |
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