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GWSIX vs VMCPX
GWSIX vs VMCPX Comparison
Open Charts GWSIX vs VMCPX
Gabelli Focused Gr and Inc I
Price$18.52
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$367.52
Change-$2.04 (-0.55%)
VolumeN/A
CapitalizationN/A
GWSIX vs VMCPX Comparison Chart
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GWSIX vs. VMCPX commentary
Nov 18, 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 Buy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. GWSIX (46.9M). 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 : 28.30 vs. GWSIX (22.52). VMCPX (59.06) and GWSIX (56.45) 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 | 12.273 | 17.350 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9M | 175B | 0% |
| Annual Yield % from dividends | 4.29 | 1.51 | 285% |
| Returns for 1 year | 22.52 | 28.30 | 80% |
| Returns for 3 years | 6.68 | 5.05 | 132% |
| Returns for 5 years | 56.45 | 59.06 | 96% |
| Returns for 10 years | 36.77 | 128.12 | 29% |
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