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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
WPG Partners Small Cap Value Div Fund
Price$21.15
Change-$0.15 (-0.70%)
VolumeN/A
CapitalizationN/A
VISVX vs WPGTX Comparison Chart
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VISVX vs. WPGTX commentary
Nov 18, 2024
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: 57.6B vs. WPGTX (33.9M). 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 : 28.71 vs. WPGTX (18.29). VISVX return over 5 years is better than : 57.32 vs. WPGTX (51.39).
| 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 | 15.433 | 14.016 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 33.9M | 169,912% |
| Annual Yield % from dividends | 1.90 | 1.00 | 190% |
| Returns for 1 year | 28.71 | 18.29 | 157% |
| Returns for 3 years | 13.23 | 1.52 | 870% |
| Returns for 5 years | 57.32 | 51.39 | 112% |
| Returns for 10 years | 108.21 | 16.84 | 643% |