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GWSAX vs VMCPX
GWSAX vs VMCPX Comparison
Open Charts GWSAX vs VMCPX
Gabelli Focused Gr and Inc A
Price$17.62
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets48.03M
Vanguard Mid Cap Index InstitutionalPlus
Price$391.40
Change-$1.13 (-0.29%)
VolumeN/A
Net Assets196.76B
GWSAX vs VMCPX Comparison Chart in %
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GWSAX vs. VMCPX commentary
Aug 30, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. GWSAX (48M). GWSAX pays higher dividends than VMCPX: GWSAX (5.39) 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 : 13.75 vs. GWSAX (7.90). GWSAX (64.99) and VMCPX (62.91) 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 | 3.419 | 10.297 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48M | 197B | 0% |
| Annual Yield % from dividends | 5.39 | 1.51 | 358% |
| Returns for 1 year | 7.90 | 13.75 | 57% |
| Returns for 3 years | 20.46 | 38.91 | 53% |
| Returns for 5 years | 64.99 | 62.91 | 103% |
| Returns for 10 years | 66.90 | 150.15 | 45% |
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