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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$41.54
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
WPG Partners Small Cap Value Div Fund
Price$16.51
Change+$0.18 (+1.10%)
VolumeN/A
Net Assets26.98M
VISVX vs WPGTX Comparison Chart
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VISVX vs. WPGTX commentary
Apr 18, 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: 53.6B vs. WPGTX (27M). VISVX pays higher dividends than WPGTX: VISVX (2.14) vs WPGTX (0.84). 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 : -2.91 vs. WPGTX (-13.59). VISVX return over 5 years is better than : 84.20 vs. WPGTX (71.67).
| 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 | -13.327 | -15.476 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6B | 27M | 198,519% |
| Annual Yield % from dividends | 2.14 | 0.84 | 255% |
| Returns for 1 year | -2.91 | -13.59 | 21% |
| Returns for 3 years | 0.35 | -22.74 | -2% |
| Returns for 5 years | 84.20 | 71.67 | 117% |
| Returns for 10 years | 63.06 | -2.08 | -3,027% |
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