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GWSIX vs VMCPX
GWSIX vs VMCPX Comparison
Open Charts GWSIX vs VMCPX
Gabelli Focused Gr and Inc I
Price$18.72
Change+$0.02 (+0.11%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$352.79
Change-$0.65 (-0.18%)
VolumeN/A
CapitalizationN/A
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GWSIX vs VMCPX Comparison Chart
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GWSIX vs. VMCPX commentary
Sep 21, 2024
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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 172B vs. GWSIX (46.2M). GWSIX pays higher dividends than VMCPX: GWSIX (4.29) vs VMCPX (1.51). GWSIX was incepted earlier than VMCPX: GWSIX (17 years) vs VMCPX (14 years). GWSIX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (13.00). GWSIX has a lower initial minimum investment than VMCPX: GWSIX (50000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 25.17 vs. GWSIX (17.90). GWSIX (59.60) and VMCPX (56.93) have equivalent 5 years return.
| GWSIX | VMCPX | GWSIX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | 12.636 | 12.593 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.2M | 172B | 0% |
| Annual Yield % from dividends | 4.29 | 1.51 | 285% |
| Returns for 1 year | 17.90 | 25.17 | 71% |
| Returns for 3 years | 15.49 | 9.85 | 157% |
| Returns for 5 years | 59.60 | 56.93 | 105% |
| Returns for 10 years | 37.82 | 128.75 | 29% |