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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-$0.01 (-0.06%)
VolumeN/A
Net Assets46.63M
Vanguard Mid Cap Index InstitutionalPlus
Price$398.15
Change+$1.84 (+0.46%)
VolumeN/A
Net Assets201.28B
GWSVX vs VMCPX Comparison Chart in %
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GWSVX vs. VMCPX commentary
Oct 09, 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 Buy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. GWSVX (46.6M). GWSVX pays higher dividends than VMCPX: GWSVX (4.22) vs VMCPX (1.50). 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 : 12.00 vs. GWSVX (1.79). VMCPX return over 5 years is better than : 60.00 vs. GWSVX (56.04).
| 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 | -0.070 | 11.392 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.6M | 201B | 0% |
| Annual Yield % from dividends | 4.22 | 1.50 | 282% |
| Returns for 1 year | 1.79 | 12.00 | 15% |
| Returns for 3 years | 26.98 | 53.85 | 50% |
| Returns for 5 years | 56.04 | 60.00 | 93% |
| Returns for 10 years | 60.21 | 144.63 | 42% |
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