Interact to see
Advertisement
Advertisement
GWSVX vs VMCPX
GWSVX vs VMCPX Comparison
Open Charts GWSVX vs VMCPX
Gabelli Focused Gr and Inc AAA
Price$16.46
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets45.97M
Vanguard Mid Cap Index InstitutionalPlus
Price$369.80
Change+$2.65 (+0.72%)
VolumeN/A
Net Assets185.28B
GWSVX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GWSVX vs. VMCPX 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 VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. GWSVX (46M). GWSVX pays higher dividends than VMCPX: GWSVX (4.47) vs VMCPX (1.54). GWSVX was incepted earlier than VMCPX: GWSVX (22 years) vs VMCPX (14 years). GWSVX (1.64) is less costly to investors than VMCPX (0.03). GWSVX is a more actively managed with annual turnover of: 31.00 vs. VMCPX (16.00). 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 : 12.18 vs. GWSVX (3.35). VMCPX (59.67) and GWSVX (58.69) have equivalent 5 years return.
| GWSVX | VMCPX | GWSVX / VMCPX | |
| Total Expense Ratio | 1.64 | 0.03 | 5,467% |
| Annual Report Gross Expense Ratio | 1.64 | 0.03 | 5,467% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -3.899 | 3.166 | -123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46M | 185B | 0% |
| Annual Yield % from dividends | 4.47 | 1.54 | 290% |
| Returns for 1 year | 3.35 | 12.18 | 27% |
| Returns for 3 years | 6.55 | 23.76 | 28% |
| Returns for 5 years | 58.69 | 59.67 | 98% |
| Returns for 10 years | 32.50 | 116.93 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers