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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
WPG Partners Small Cap Value Div Fund
Price$19.79
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets33.29M
VISVX vs WPGTX Comparison Chart
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VISVX vs. WPGTX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. WPGTX (33.3M). VISVX pays higher dividends than WPGTX: VISVX (1.90) vs WPGTX (1.00). VISVX was incepted earlier than WPGTX: VISVX (27 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 : 18.46 vs. WPGTX (10.22). VISVX return over 5 years is better than : 50.22 vs. WPGTX (37.11).
| VISVX | WPGTX | VISVX / WPGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 53 years | - |
| Gain YTD | 3.197 | 2.433 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 33.3M | 175,075% |
| Annual Yield % from dividends | 1.90 | 1.00 | 190% |
| Returns for 1 year | 18.46 | 10.22 | 181% |
| Returns for 3 years | 16.97 | -1.73 | -981% |
| Returns for 5 years | 50.22 | 37.11 | 135% |
| Returns for 10 years | 109.01 | 31.11 | 350% |
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