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GWSIX vs VIMSX
GWSIX vs VIMSX Comparison
Open Charts GWSIX vs VIMSX
Gabelli Focused Gr and Inc I
Price$18.04
Change+$0.18 (+1.01%)
VolumeN/A
Net Assets45.54M
Vanguard Mid Cap Index Investor
Price$73.49
Change+$1.79 (+2.50%)
VolumeN/A
Net Assets175.12B
GWSIX vs VIMSX Comparison Chart
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GWSIX vs. VIMSX commentary
May 13, 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 GWSIX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. GWSIX (45.5M). GWSIX pays higher dividends than VIMSX: GWSIX (4.87) vs VIMSX (1.48). GWSIX was incepted earlier than VIMSX: GWSIX (17 years) vs VIMSX (27 years). GWSIX (1.39) is less costly to investors than VIMSX (0.17). GWSIX is a more actively managed with annual turnover of: 31.00 vs. VIMSX (16.00). GWSIX has a lower initial minimum investment than VIMSX: GWSIX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 7.10 vs. GWSIX (5.11). GWSIX return over 5 years is better than : 102.73 vs. VIMSX (83.05).
| GWSIX | VIMSX | GWSIX / VIMSX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 1.39 | 0.17 | 818% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -2.755 | -0.456 | 605% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5M | 175B | 0% |
| Annual Yield % from dividends | 4.87 | 1.48 | 329% |
| Returns for 1 year | 5.11 | 7.10 | 72% |
| Returns for 3 years | 17.16 | 24.68 | 70% |
| Returns for 5 years | 102.73 | 83.05 | 124% |
| Returns for 10 years | 40.21 | 105.28 | 38% |
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