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GWSAX vs VMCPX
GWSAX vs VMCPX Comparison
Open Charts GWSAX vs VMCPX
Gabelli Focused Gr and Inc A
Price$18.06
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets48.53M
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
GWSAX vs VMCPX Comparison Chart
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GWSAX vs. VMCPX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. GWSAX (48.5M). 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). VMCPX (20.83) and GWSAX (19.90) have marching annual gain over last year. VMCPX (50.74) and GWSAX (48.98) have equivalent 5 years return.
| 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 | 2.906 | 3.732 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.5M | 177B | 0% |
| Annual Yield % from dividends | 4.54 | 1.51 | 301% |
| Returns for 1 year | 19.90 | 20.83 | 96% |
| Returns for 3 years | 13.26 | 15.31 | 87% |
| Returns for 5 years | 48.98 | 50.74 | 97% |
| Returns for 10 years | 56.84 | 130.53 | 44% |