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GWSVX vs VIMSX
GWSVX vs VIMSX Comparison
Open Charts GWSVX vs VIMSX
Gabelli Focused Gr and Inc AAA
Price$16.09
Change+$0.88 (+5.79%)
VolumeN/A
Net Assets42.03M
Vanguard Mid Cap Index Investor
Price$67.48
Change+$5.05 (+8.09%)
VolumeN/A
Net Assets175.23B
GWSVX vs VIMSX Comparison Chart
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GWSVX vs. VIMSX commentary
Apr 10, 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 GWSVX is a Hold and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. GWSVX (42M). GWSVX pays higher dividends than VIMSX: GWSVX (4.12) vs VIMSX (1.46). GWSVX was incepted earlier than VIMSX: GWSVX (22 years) vs VIMSX (27 years). GWSVX (1.64) is less costly to investors than VIMSX (0.17). GWSVX is a more actively managed with annual turnover of: 31.00 vs. VIMSX (13.00). GWSVX has a lower initial minimum investment than VIMSX: GWSVX (1000) vs VIMSX (3000). GWSVX annual gain was more profitable for investors over the last year : -0.81 vs. VIMSX (-5.56). GWSVX return over 5 years is better than : 83.88 vs. VIMSX (61.74).
| GWSVX | VIMSX | GWSVX / VIMSX | |
| Total Expense Ratio | 1.64 | 0.17 | 965% |
| Annual Report Gross Expense Ratio | 1.64 | 0.17 | 965% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -9.220 | -11.840 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 175B | 0% |
| Annual Yield % from dividends | 4.12 | 1.46 | 282% |
| Returns for 1 year | -0.81 | -5.56 | 15% |
| Returns for 3 years | -0.91 | -0.53 | 171% |
| Returns for 5 years | 83.88 | 61.74 | 136% |
| Returns for 10 years | 21.30 | 81.60 | 26% |
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