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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$44.51
Change+$0.71 (+1.62%)
VolumeN/A
Net Assets51.69B
WPG Partners Small Cap Value Div Fund
Price$17.85
Change+$0.31 (+1.77%)
VolumeN/A
Net Assets28.86M
VISVX vs WPGTX Comparison Chart
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VISVX vs. WPGTX commentary
May 09, 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: 51.7B vs. WPGTX (28.9M). VISVX pays higher dividends than WPGTX: VISVX (2.21) vs WPGTX (0.87). 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 : -1.45 vs. WPGTX (-11.20). VISVX return over 5 years is better than : 85.28 vs. WPGTX (70.98).
| 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 | -7.723 | -9.213 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7B | 28.9M | 178,893% |
| Annual Yield % from dividends | 2.21 | 0.87 | 255% |
| Returns for 1 year | -1.45 | -11.20 | 13% |
| Returns for 3 years | 15.99 | -9.01 | -177% |
| Returns for 5 years | 85.28 | 70.98 | 120% |
| Returns for 10 years | 75.47 | 9.99 | 756% |
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