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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$46.00
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
WPG Partners Small Cap Value Div Fund
Price$18.57
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets30.15M
VISVX vs WPGTX Comparison Chart
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VISVX vs. WPGTX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. WPGTX (30.1M). VISVX pays higher dividends than WPGTX: VISVX (2.11) vs WPGTX (0.82). 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 : 2.98 vs. WPGTX (-7.04). VISVX return over 5 years is better than : 64.79 vs. WPGTX (53.85).
| 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 | -4.268 | -4.814 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 30.1M | 179,402% |
| Annual Yield % from dividends | 2.11 | 0.82 | 256% |
| Returns for 1 year | 2.98 | -7.04 | -42% |
| Returns for 3 years | 12.08 | -14.65 | -82% |
| Returns for 5 years | 64.79 | 53.85 | 120% |
| Returns for 10 years | 82.39 | 15.87 | 519% |
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