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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
WPG Partners Small Cap Value Div Fund
Price$19.07
Change-$0.74 (-3.74%)
VolumeN/A
CapitalizationN/A
VISVX vs WPGTX Comparison Chart
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VISVX vs. WPGTX commentary
Dec 19, 2024
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 Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. WPGTX (33.6M). VISVX pays higher dividends than WPGTX: VISVX (1.90) vs WPGTX (1.00). VISVX was incepted earlier than WPGTX: VISVX (27 years) vs WPGTX (53 years). WPGTX is a more actively managed with annual turnover of: 90.00 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 : 16.18 vs. WPGTX (9.78). VISVX return over 5 years is better than : 52.67 vs. WPGTX (37.44).
| VISVX | WPGTX | VISVX / WPGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 53 years | - |
| Gain YTD | 14.945 | 7.591 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 33.6M | 187,500% |
| Annual Yield % from dividends | 1.90 | 1.00 | 190% |
| Returns for 1 year | 16.18 | 9.78 | 165% |
| Returns for 3 years | 20.58 | 5.44 | 379% |
| Returns for 5 years | 52.67 | 37.44 | 141% |
| Returns for 10 years | 105.07 | 25.64 | 410% |
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