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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
WPG Partners Small Cap Value Div Fund
Price$18.97
Change-$0.46 (-2.37%)
VolumeN/A
Net Assets31.95M
VISVX vs WPGTX Comparison Chart
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VISVX vs. WPGTX commentary
Feb 23, 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: 60.2B vs. WPGTX (31.9M). 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 : 9.96 vs. WPGTX (0.64). VISVX return over 5 years is better than : 47.46 vs. WPGTX (39.88).
| 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 | -0.316 | -1.812 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 31.9M | 188,715% |
| Annual Yield % from dividends | 1.90 | 1.00 | 190% |
| Returns for 1 year | 9.96 | 0.64 | 1,552% |
| Returns for 3 years | 17.90 | -3.55 | -504% |
| Returns for 5 years | 47.46 | 39.88 | 119% |
| Returns for 10 years | 90.10 | 18.04 | 499% |
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