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GWSVX vs VIMSX
GWSVX vs VIMSX Comparison
Open Charts GWSVX vs VIMSX
Gabelli Focused Gr and Inc AAA
Price$16.46
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets45.97M
Vanguard Mid Cap Index Investor
Price$74.82
Change+$0.53 (+0.71%)
VolumeN/A
Net Assets185.28B
GWSVX vs VIMSX Comparison Chart
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GWSVX vs. VIMSX commentary
Jun 07, 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 StrongBuy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. GWSVX (46M). GWSVX pays higher dividends than VIMSX: GWSVX (4.47) vs VIMSX (1.40). 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 (16.00). GWSVX has a lower initial minimum investment than VIMSX: GWSVX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 12.15 vs. GWSVX (3.35). VIMSX (59.53) and GWSVX (58.69) have equivalent 5 years return.
| 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 | -3.899 | 3.140 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 185B | 0% |
| Annual Yield % from dividends | 4.47 | 1.40 | 319% |
| Returns for 1 year | 3.35 | 12.15 | 28% |
| Returns for 3 years | 6.55 | 23.71 | 28% |
| Returns for 5 years | 58.69 | 59.53 | 99% |
| Returns for 10 years | 32.50 | 116.65 | 28% |