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GWSIX vs VMCPX
GWSIX vs VMCPX Comparison
Open Charts GWSIX vs VMCPX
Gabelli Focused Gr and Inc I
Price$18.96
Change-$0.16 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$369.05
Change-$3.13 (-0.84%)
VolumeN/A
CapitalizationN/A
GWSIX vs VMCPX Comparison Chart
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GWSIX vs. VMCPX commentary
Dec 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 Hold and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. GWSIX (49M). 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 : 18.84 vs. GWSIX (16.38). GWSIX (57.00) and VMCPX (55.78) 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 | 15.360 | 17.838 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49M | 190B | 0% |
| Annual Yield % from dividends | 4.29 | 1.51 | 285% |
| Returns for 1 year | 16.38 | 18.84 | 87% |
| Returns for 3 years | 14.27 | 11.38 | 125% |
| Returns for 5 years | 57.00 | 55.78 | 102% |
| Returns for 10 years | 53.74 | 125.64 | 43% |