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GWSVX vs VMCPX
GWSVX vs VMCPX Comparison
Open Charts GWSVX vs VMCPX
Gabelli Focused Gr and Inc AAA
Price$17.89
Change-$0.16 (-0.89%)
VolumeN/A
Net Assets49.38M
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
GWSVX vs VMCPX Comparison Chart
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GWSVX vs. VMCPX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. GWSVX (49.4M). 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). GWSVX annual gain was more profitable for investors over the last year : 17.90 vs. VMCPX (14.06). GWSVX (50.00) and VMCPX (48.48) have equivalent 5 years return.
| 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 | 3.941 | 2.485 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.4M | 185B | 0% |
| Annual Yield % from dividends | 4.38 | 1.51 | 291% |
| Returns for 1 year | 17.90 | 14.06 | 127% |
| Returns for 3 years | 16.60 | 19.70 | 84% |
| Returns for 5 years | 50.00 | 48.48 | 103% |
| Returns for 10 years | 43.21 | 114.38 | 38% |
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