Interact to see
Advertisement
Advertisement
VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$48.07
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets55.61B
WPG Partners Small Cap Value Div Fund
Price$19.28
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets31.49M
VISVX vs WPGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VISVX vs. WPGTX commentary
Jul 20, 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: 55.6B vs. WPGTX (31.5M). VISVX pays higher dividends than WPGTX: VISVX (1.99) vs WPGTX (0.79). 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 : 4.47 vs. WPGTX (-6.56). VISVX return over 5 years is better than : 87.35 vs. WPGTX (79.02).
| 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 | 1.391 | 0.621 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 31.5M | 176,508% |
| Annual Yield % from dividends | 1.99 | 0.79 | 252% |
| Returns for 1 year | 4.47 | -6.56 | -68% |
| Returns for 3 years | 30.14 | 5.89 | 512% |
| Returns for 5 years | 87.35 | 79.02 | 111% |
| Returns for 10 years | 95.73 | 24.49 | 391% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement