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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$50.05
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets56.44B
WPG Partners Small Cap Value Div Fund
Price$20.18
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets32.28M
VISVX vs WPGTX Comparison Chart in %
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VISVX vs. WPGTX commentary
Aug 31, 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 VISVX is a Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. WPGTX (32.3M). VISVX pays higher dividends than WPGTX: VISVX (1.86) vs WPGTX (0.75). VISVX was incepted earlier than WPGTX: VISVX (27 years) vs WPGTX (53 years). WPGTX (1.27) is less costly to investors than VISVX (0.19). WPGTX is a more actively managed with annual turnover of: 74.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than WPGTX: VISVX (3000) vs WPGTX (100000). VISVX annual gain was more profitable for investors over the last year : 6.50 vs. WPGTX (-3.05). VISVX return over 5 years is better than : 81.66 vs. WPGTX (71.89).
| VISVX | WPGTX | VISVX / WPGTX | |
| Total Expense Ratio | 0.19 | 1.10 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.27 | 15% |
| Fund Existence | 27 years | 53 years | - |
| Gain YTD | 5.568 | 4.451 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 32.3M | 174,613% |
| Annual Yield % from dividends | 1.86 | 0.75 | 249% |
| Returns for 1 year | 6.50 | -3.05 | -213% |
| Returns for 3 years | 31.47 | 2.75 | 1,144% |
| Returns for 5 years | 81.66 | 71.89 | 114% |
| Returns for 10 years | 121.28 | 42.27 | 287% |
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