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GWSVX vs VMCPX
GWSVX vs VMCPX Comparison
Open Charts GWSVX vs VMCPX
Gabelli Focused Gr and Inc AAA
Price$16.98
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets47.29M
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
GWSVX vs VMCPX Comparison Chart in %
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GWSVX vs. VMCPX commentary
Jul 04, 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: 185B vs. GWSVX (47.3M). GWSVX pays higher dividends than VMCPX: GWSVX (4.32) vs VMCPX (1.54). 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 : 16.95 vs. GWSVX (9.40). VMCPX (72.78) and GWSVX (72.35) 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 | 0.060 | 6.996 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.3M | 185B | 0% |
| Annual Yield % from dividends | 4.32 | 1.54 | 281% |
| Returns for 1 year | 9.40 | 16.95 | 55% |
| Returns for 3 years | 20.97 | 42.29 | 50% |
| Returns for 5 years | 72.35 | 72.78 | 99% |
| Returns for 10 years | 43.59 | 126.27 | 35% |
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