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GWSVX vs VMCIX
GWSVX vs VMCIX Comparison
Open Charts GWSVX vs VMCIX
Gabelli Focused Gr and Inc AAA
Price$16.98
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets47.29M
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
GWSVX vs VMCIX Comparison Chart in %
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GWSVX vs. VMCIX commentary
Jul 04, 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: 185B vs. GWSVX (47.3M). GWSVX pays higher dividends than VMCIX: GWSVX (4.32) vs VMCIX (1.53). 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 : 16.95 vs. GWSVX (9.40). VMCIX (72.77) and GWSVX (72.35) 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 | 0.060 | 6.992 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.3M | 185B | 0% |
| Annual Yield % from dividends | 4.32 | 1.53 | 283% |
| Returns for 1 year | 9.40 | 16.95 | 55% |
| Returns for 3 years | 20.97 | 42.28 | 50% |
| Returns for 5 years | 72.35 | 72.77 | 99% |
| Returns for 10 years | 43.59 | 126.25 | 35% |
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