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VSIAX vs WPGTX
VSIAX vs WPGTX Comparison
Open Charts VSIAX vs WPGTX
Vanguard Small Cap Value Index Admiral
Price$86.63
Change-$0.16 (-0.18%)
VolumeN/A
Net Assets58.35B
WPG Partners Small Cap Value Div Fund
Price$19.42
Change-$0.11 (-0.56%)
VolumeN/A
Net Assets31.15M
VSIAX vs WPGTX Comparison Chart in %
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VSIAX vs. WPGTX commentary
Nov 20, 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 VSIAX is a Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. WPGTX (31.1M). VSIAX pays higher dividends than WPGTX: VSIAX (2.02) vs WPGTX (0.75). VSIAX was incepted earlier than WPGTX: VSIAX (14 years) vs WPGTX (54 years). WPGTX (1.27) is less costly to investors than VSIAX (0.07). WPGTX is a more actively managed with annual turnover of: 74.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than WPGTX: VSIAX (3000) vs WPGTX (100000). VSIAX annual gain was more profitable for investors over the last year : -1.92 vs. WPGTX (-8.06). VSIAX return over 5 years is better than : 56.05 vs. WPGTX (49.12).
| VSIAX | WPGTX | VSIAX / WPGTX | |
| Total Expense Ratio | 0.07 | 1.10 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.27 | 6% |
| Fund Existence | 14 years | 54 years | - |
| Gain YTD | 2.299 | 1.087 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 31.1M | 187,460% |
| Annual Yield % from dividends | 2.02 | 0.75 | 269% |
| Returns for 1 year | -1.92 | -8.06 | 24% |
| Returns for 3 years | 24.38 | -4.78 | -510% |
| Returns for 5 years | 56.05 | 49.12 | 114% |
| Returns for 10 years | 104.63 | 35.96 | 291% |
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