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GWSIX vs VMCPX
GWSIX vs VMCPX Comparison
Open Charts GWSIX vs VMCPX
Gabelli Focused Gr and Inc I
Price$19.27
Change+$0.21 (+1.10%)
VolumeN/A
Net Assets48.19M
Vanguard Mid Cap Index InstitutionalPlus
Price$374.61
Change+$4.66 (+1.26%)
VolumeN/A
Net Assets176.87B
GWSIX vs VMCPX Comparison Chart
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GWSIX vs. VMCPX commentary
Jan 31, 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 StrongBuy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 177B vs. GWSIX (48.2M). 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 : 19.98 vs. GWSIX (18.85). GWSIX return over 5 years is better than : 59.90 vs. VMCPX (55.98).
| 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 | 2.462 | 3.886 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2M | 177B | 0% |
| Annual Yield % from dividends | 4.29 | 1.51 | 285% |
| Returns for 1 year | 18.85 | 19.98 | 94% |
| Returns for 3 years | 15.17 | 17.56 | 86% |
| Returns for 5 years | 59.90 | 55.98 | 107% |
| Returns for 10 years | 60.82 | 128.87 | 47% |
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