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GWSIX vs VMCPX
GWSIX vs VMCPX Comparison
Open Charts GWSIX vs VMCPX
Gabelli Focused Gr and Inc I
Price$17.12
Change+$0.34 (+2.03%)
VolumeN/A
Net Assets42.84M
Vanguard Mid Cap Index InstitutionalPlus
Price$328.78
Change+$5.56 (+1.72%)
VolumeN/A
Net Assets175.23B
GWSIX vs VMCPX Comparison Chart
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GWSIX vs. VMCPX commentary
Apr 12, 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 (42.8M). GWSIX pays higher dividends than VMCPX: GWSIX (4.55) vs VMCPX (1.61). 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 (13.00). GWSIX has a lower initial minimum investment than VMCPX: GWSIX (1000) vs VMCPX (100000000). GWSIX annual gain was more profitable for investors over the last year : 1.80 vs. VMCPX (-1.52). GWSIX return over 5 years is better than : 91.81 vs. VMCPX (66.76).
| 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 | -9.043 | -9.178 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8M | 175B | 0% |
| Annual Yield % from dividends | 4.55 | 1.61 | 283% |
| Returns for 1 year | 1.80 | -1.52 | -118% |
| Returns for 3 years | 2.23 | 3.96 | 56% |
| Returns for 5 years | 91.81 | 66.76 | 138% |
| Returns for 10 years | 28.78 | 88.04 | 33% |
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