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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$48.35
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets58.35B
WPG Partners Small Cap Value Div Fund
Price$19.42
Change-$0.11 (-0.56%)
VolumeN/A
Net Assets31.15M
VISVX vs WPGTX Comparison Chart in %
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VISVX vs. WPGTX commentary
Nov 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 Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. WPGTX (31.1M). VISVX pays higher dividends than WPGTX: VISVX (1.90) vs WPGTX (0.75). VISVX was incepted earlier than WPGTX: VISVX (28 years) vs WPGTX (54 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 : -1.93 vs. WPGTX (-8.06). VISVX return over 5 years is better than : 55.92 vs. WPGTX (49.12).
| VISVX | WPGTX | VISVX / WPGTX | |
| Total Expense Ratio | 0.19 | 1.10 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.27 | 15% |
| Fund Existence | 28 years | 54 years | - |
| Gain YTD | 2.266 | 1.087 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 31.1M | 187,460% |
| Annual Yield % from dividends | 1.90 | 0.75 | 253% |
| Returns for 1 year | -1.93 | -8.06 | 24% |
| Returns for 3 years | 24.30 | -4.78 | -509% |
| Returns for 5 years | 55.92 | 49.12 | 114% |
| Returns for 10 years | 104.09 | 35.96 | 289% |
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