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GWSIX vs VMCPX
GWSIX vs VMCPX Comparison
Open Charts GWSIX vs VMCPX
Gabelli Focused Gr and Inc I
Price$18.04
Change+$0.18 (+1.01%)
VolumeN/A
Net Assets45.54M
Vanguard Mid Cap Index InstitutionalPlus
Price$363.16
Change+$8.82 (+2.49%)
VolumeN/A
Net Assets175.12B
GWSIX vs VMCPX Comparison Chart
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GWSIX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. GWSIX (45.5M). GWSIX pays higher dividends than VMCPX: GWSIX (4.87) vs VMCPX (1.62). GWSIX was incepted earlier than VMCPX: GWSIX (17 years) vs VMCPX (14 years). GWSIX (1.39) is less costly to investors than VMCPX (0.03). GWSIX is a more actively managed with annual turnover of: 31.00 vs. VMCPX (16.00). GWSIX has a lower initial minimum investment than VMCPX: GWSIX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.12 vs. GWSIX (5.11). GWSIX return over 5 years is better than : 102.73 vs. VMCPX (83.18).
| GWSIX | VMCPX | GWSIX / VMCPX | |
| Total Expense Ratio | 0.80 | 0.03 | 2,667% |
| Annual Report Gross Expense Ratio | 1.39 | 0.03 | 4,633% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -2.755 | -0.434 | 635% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.5M | 175B | 0% |
| Annual Yield % from dividends | 4.87 | 1.62 | 299% |
| Returns for 1 year | 5.11 | 7.12 | 72% |
| Returns for 3 years | 17.16 | 24.73 | 69% |
| Returns for 5 years | 102.73 | 83.18 | 124% |
| Returns for 10 years | 40.21 | 105.56 | 38% |