Interact to see
Advertisement
Advertisement
GWSVX vs VMCPX
GWSVX vs VMCPX Comparison
Open Charts GWSVX vs VMCPX
Gabelli Focused Gr and Inc AAA
Price$17.31
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets48.03M
Vanguard Mid Cap Index InstitutionalPlus
Price$392.53
Change+$0.74 (+0.19%)
VolumeN/A
Net Assets196.76B
GWSVX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GWSVX vs. VMCPX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. GWSVX (48M). 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 : 13.98 vs. GWSVX (7.91). VMCPX (62.60) and GWSVX (62.44) 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 | 2.914 | 10.089 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48M | 197B | 0% |
| Annual Yield % from dividends | 4.36 | 1.51 | 290% |
| Returns for 1 year | 7.91 | 13.98 | 57% |
| Returns for 3 years | 17.38 | 37.12 | 47% |
| Returns for 5 years | 62.44 | 62.60 | 100% |
| Returns for 10 years | 61.19 | 142.60 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement