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GWSVX vs VMCPX
GWSVX vs VMCPX Comparison
Open Charts GWSVX vs VMCPX
Gabelli Focused Gr and Inc AAA
Price$16.09
Change+$0.88 (+5.79%)
VolumeN/A
Net Assets42.03M
Vanguard Mid Cap Index InstitutionalPlus
Price$333.45
Change+$24.96 (+8.09%)
VolumeN/A
Net Assets175.23B
GWSVX vs VMCPX Comparison Chart
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GWSVX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. GWSVX (42M). GWSVX pays higher dividends than VMCPX: GWSVX (4.12) vs VMCPX (1.61). 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 (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 : -0.81 vs. VMCPX (-5.54). GWSVX return over 5 years is better than : 83.88 vs. VMCPX (61.89).
| 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 | -9.220 | -11.834 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 175B | 0% |
| Annual Yield % from dividends | 4.12 | 1.61 | 256% |
| Returns for 1 year | -0.81 | -5.54 | 15% |
| Returns for 3 years | -0.91 | -0.49 | 186% |
| Returns for 5 years | 83.88 | 61.89 | 136% |
| Returns for 10 years | 21.30 | 81.84 | 26% |
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