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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$49.65
Change-$0.50 (-1.00%)
VolumeN/A
Net Assets59.22B
WPG Partners Small Cap Value Div Fund
Price$20.02
Change-$0.16 (-0.79%)
VolumeN/A
Net Assets32.34M
VISVX vs WPGTX Comparison Chart in %
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VISVX vs. WPGTX commentary
Sep 26, 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: 59.2B vs. WPGTX (32.3M). VISVX pays higher dividends than WPGTX: VISVX (1.86) vs WPGTX (0.75). VISVX was incepted earlier than WPGTX: VISVX (27 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 : 5.79 vs. WPGTX (-2.58). VISVX return over 5 years is better than : 96.43 vs. WPGTX (89.56).
| 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 | 54 years | - |
| Gain YTD | 5.779 | 4.451 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 32.3M | 183,282% |
| Annual Yield % from dividends | 1.86 | 0.75 | 249% |
| Returns for 1 year | 5.79 | -2.58 | -224% |
| Returns for 3 years | 47.51 | 15.01 | 317% |
| Returns for 5 years | 96.43 | 89.56 | 108% |
| Returns for 10 years | 128.13 | 49.05 | 261% |
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