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GWSVX vs VMCIX
GWSVX vs VMCIX Comparison
Open Charts GWSVX vs VMCIX
Gabelli Focused Gr and Inc AAA
Price$16.71
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets46.83M
Vanguard Mid Cap Index Institutional
Price$77.78
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets196.76B
GWSVX vs VMCIX Comparison Chart in %
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GWSVX vs. VMCIX commentary
Aug 08, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. GWSVX (46.8M). GWSVX pays higher dividends than VMCIX: GWSVX (4.36) vs VMCIX (1.50). GWSVX was incepted earlier than VMCIX: GWSVX (23 years) vs VMCIX (27 years). GWSVX (1.64) is less costly to investors than VMCIX (0.04). GWSVX is a more actively managed with annual turnover of: 31.00 vs. VMCIX (16.00). GWSVX has a lower initial minimum investment than VMCIX: GWSVX (1000) vs VMCIX (5000000). VMCIX annual gain was more profitable for investors over the last year : 19.19 vs. GWSVX (8.12). VMCIX (62.21) and GWSVX (59.28) have equivalent 5 years return.
| GWSVX | VMCIX | GWSVX / VMCIX | |
| Total Expense Ratio | 1.64 | 0.04 | 4,100% |
| Annual Report Gross Expense Ratio | 1.64 | 0.04 | 4,100% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -1.124 | 7.837 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 197B | 0% |
| Annual Yield % from dividends | 4.36 | 1.50 | 291% |
| Returns for 1 year | 8.12 | 19.19 | 42% |
| Returns for 3 years | 11.38 | 31.02 | 37% |
| Returns for 5 years | 59.28 | 62.21 | 95% |
| Returns for 10 years | 44.85 | 124.82 | 36% |
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