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GWSVX vs VMCPX
GWSVX vs VMCPX Comparison
Open Charts GWSVX vs VMCPX
Gabelli Focused Gr and Inc AAA
Price$16.99
Change-$0.55 (-3.14%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$356.74
Change-$12.31 (-3.34%)
VolumeN/A
CapitalizationN/A
GWSVX vs VMCPX Comparison Chart
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GWSVX vs. VMCPX commentary
Dec 19, 2024
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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. GWSVX (48.6M). GWSVX pays higher dividends than VMCPX: GWSVX (4.38) vs VMCPX (1.51). GWSVX was incepted earlier than VMCPX: GWSVX (22 years) vs VMCPX (14 years). GWSVX is a more actively managed with annual turnover of: 36.00 vs. VMCPX (13.00). GWSVX has a lower initial minimum investment than VMCPX: GWSVX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 18.84 vs. GWSVX (15.46). VMCPX return over 5 years is better than : 55.78 vs. GWSVX (50.65).
| GWSVX | VMCPX | GWSVX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 14.587 | 17.838 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 190B | 0% |
| Annual Yield % from dividends | 4.38 | 1.51 | 291% |
| Returns for 1 year | 15.46 | 18.84 | 82% |
| Returns for 3 years | 11.30 | 11.38 | 99% |
| Returns for 5 years | 50.65 | 55.78 | 91% |
| Returns for 10 years | 45.65 | 125.64 | 36% |
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