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GWSVX vs VMCPX
GWSVX vs VMCPX Comparison
Open Charts GWSVX vs VMCPX
Gabelli Focused Gr and Inc AAA
Price$16.71
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets46.83M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.58
Change-$0.21 (-0.05%)
VolumeN/A
Net Assets196.76B
GWSVX vs VMCPX Comparison Chart in %
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GWSVX vs. VMCPX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. GWSVX (46.8M). GWSVX pays higher dividends than VMCPX: GWSVX (4.36) vs VMCPX (1.51). GWSVX was incepted earlier than VMCPX: GWSVX (23 years) vs VMCPX (15 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 : 19.20 vs. GWSVX (8.12). VMCPX (62.21) and GWSVX (59.28) 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 | 23 years | 15 years | - |
| Gain YTD | -1.124 | 7.841 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 197B | 0% |
| Annual Yield % from dividends | 4.36 | 1.51 | 290% |
| Returns for 1 year | 8.12 | 19.20 | 42% |
| Returns for 3 years | 11.38 | 31.02 | 37% |
| Returns for 5 years | 59.28 | 62.21 | 95% |
| Returns for 10 years | 44.85 | 124.86 | 36% |
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