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GWSVX vs VMCPX
GWSVX vs VMCPX Comparison
Open Charts GWSVX vs VMCPX
Gabelli Focused Gr and Inc AAA
Price$17.77
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets48.53M
Vanguard Mid Cap Index InstitutionalPlus
Price$369.40
Change+$1.85 (+0.50%)
VolumeN/A
Net Assets176.87B
GWSVX vs VMCPX Comparison Chart
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GWSVX vs. VMCPX commentary
Jan 19, 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: 177B vs. GWSVX (48.5M). 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). VMCPX annual gain was more profitable for investors over the last year : 20.83 vs. GWSVX (19.57). VMCPX return over 5 years is better than : 50.74 vs. GWSVX (47.35).
| 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 | 2.895 | 3.732 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.5M | 177B | 0% |
| Annual Yield % from dividends | 4.38 | 1.51 | 291% |
| Returns for 1 year | 19.57 | 20.83 | 94% |
| Returns for 3 years | 12.09 | 15.31 | 79% |
| Returns for 5 years | 47.35 | 50.74 | 93% |
| Returns for 10 years | 54.97 | 130.53 | 42% |
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