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GWSVX vs VIMSX
GWSVX vs VIMSX Comparison
Open Charts GWSVX vs VIMSX
GWSVX vs VIMSX Comparison Chart in %
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GWSVX vs. VIMSX commentary
Jun 27, 2026
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 Buy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 219B vs. GWSVX (44.8M). GWSVX pays higher dividends than VIMSX: GWSVX (3.80) vs VIMSX (1.25). GWSVX was incepted earlier than VIMSX: GWSVX (24 years) vs VIMSX (28 years). GWSVX (1.66) is less costly to investors than VIMSX (0.17). GWSVX is a more actively managed with annual turnover of: 35.00 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 : 16.18 vs. GWSVX (9.26). VIMSX return over 5 years is better than : 36.54 vs. GWSVX (20.76).
| GWSVX | VIMSX | GWSVX / VIMSX | |
| Total Expense Ratio | 1.66 | 0.17 | 976% |
| Annual Report Gross Expense Ratio | 1.66 | 0.17 | 976% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 5.194 | 11.123 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8M | 219B | 0% |
| Annual Yield % from dividends | 3.80 | 1.25 | 304% |
| Returns for 1 year | 9.26 | 16.18 | 57% |
| Returns for 3 years | 28.94 | 49.65 | 58% |
| Returns for 5 years | 20.76 | 36.54 | 57% |
| Returns for 10 years | 76.72 | 174.90 | 44% |
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