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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
WPG Partners Small Cap Value Div Fund
Price$20.96
Change-$0.20 (-0.95%)
VolumeN/A
CapitalizationN/A
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VISVX vs WPGTX Comparison Chart
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VISVX vs. WPGTX commentary
Sep 21, 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 Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. WPGTX (33.7M). VISVX pays higher dividends than WPGTX: VISVX (1.90) vs WPGTX (1.00). VISVX was incepted earlier than WPGTX: VISVX (26 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 : 25.80 vs. WPGTX (15.24). VISVX return over 5 years is better than : 56.98 vs. WPGTX (53.84).
| VISVX | WPGTX | VISVX / WPGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 53 years | - |
| Gain YTD | 11.310 | 12.237 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3B | 33.7M | 170,030% |
| Annual Yield % from dividends | 1.90 | 1.00 | 190% |
| Returns for 1 year | 25.80 | 15.24 | 169% |
| Returns for 3 years | 21.42 | 11.27 | 190% |
| Returns for 5 years | 56.98 | 53.84 | 106% |
| Returns for 10 years | 108.54 | 10.39 | 1,045% |
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