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GWSVX vs VMCIX
GWSVX vs VMCIX Comparison
Open Charts GWSVX vs VMCIX
Gabelli Focused Gr and Inc AAA
Price$16.09
Change+$0.88 (+5.79%)
VolumeN/A
Net Assets42.03M
Vanguard Mid Cap Index Institutional
Price$67.61
Change+$5.06 (+8.09%)
VolumeN/A
Net Assets175.23B
GWSVX vs VMCIX Comparison Chart
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GWSVX vs. VMCIX commentary
Apr 10, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 175B vs. GWSVX (42M). GWSVX pays higher dividends than VMCIX: GWSVX (4.12) vs VMCIX (1.60). 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 (13.00). GWSVX has a lower initial minimum investment than VMCIX: GWSVX (1000) vs VMCIX (5000000). GWSVX annual gain was more profitable for investors over the last year : -0.81 vs. VMCIX (-5.54). GWSVX return over 5 years is better than : 83.88 vs. VMCIX (61.88).
| 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 | -9.220 | -11.840 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 175B | 0% |
| Annual Yield % from dividends | 4.12 | 1.60 | 258% |
| Returns for 1 year | -0.81 | -5.54 | 15% |
| Returns for 3 years | -0.91 | -0.49 | 186% |
| Returns for 5 years | 83.88 | 61.88 | 136% |
| Returns for 10 years | 21.30 | 81.79 | 26% |
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