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GWSVX vs VMCIX
GWSVX vs VMCIX Comparison
Open Charts GWSVX vs VMCIX
Gabelli Focused Gr and Inc AAA
Price$16.46
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets45.97M
Vanguard Mid Cap Index Institutional
Price$74.98
Change+$0.54 (+0.73%)
VolumeN/A
Net Assets185.28B
GWSVX vs VMCIX Comparison Chart
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GWSVX vs. VMCIX 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 VMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. GWSVX (46M). GWSVX pays higher dividends than VMCIX: GWSVX (4.47) vs VMCIX (1.53). GWSVX was incepted earlier than VMCIX: GWSVX (22 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 : 12.17 vs. GWSVX (3.35). VMCIX (59.63) and GWSVX (58.69) 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 | 22 years | 27 years | - |
| Gain YTD | -3.899 | 3.153 | -124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 185B | 0% |
| Annual Yield % from dividends | 4.47 | 1.53 | 292% |
| Returns for 1 year | 3.35 | 12.17 | 27% |
| Returns for 3 years | 6.55 | 23.74 | 28% |
| Returns for 5 years | 58.69 | 59.63 | 98% |
| Returns for 10 years | 32.50 | 116.83 | 28% |
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