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VSIAX vs WPGTX
VSIAX vs WPGTX Comparison
Open Charts VSIAX vs WPGTX
Vanguard Small Cap Value Index Admiral
Price$82.42
Change+$0.99 (+1.22%)
VolumeN/A
Net Assets54.02B
WPG Partners Small Cap Value Div Fund
Price$18.57
Change+$0.18 (+0.98%)
VolumeN/A
Net Assets30.15M
VSIAX vs WPGTX Comparison Chart
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VSIAX vs. WPGTX commentary
Jun 07, 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 Buy and WPGTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. WPGTX (30.1M). VSIAX pays higher dividends than WPGTX: VSIAX (2.23) vs WPGTX (0.82). VSIAX was incepted earlier than WPGTX: VSIAX (14 years) vs WPGTX (53 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 : 3.02 vs. WPGTX (-7.04). VSIAX return over 5 years is better than : 64.97 vs. WPGTX (53.85).
| 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 | 53 years | - |
| Gain YTD | -4.234 | -4.814 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 30.1M | 179,402% |
| Annual Yield % from dividends | 2.23 | 0.82 | 271% |
| Returns for 1 year | 3.02 | -7.04 | -43% |
| Returns for 3 years | 12.14 | -14.65 | -83% |
| Returns for 5 years | 64.97 | 53.85 | 121% |
| Returns for 10 years | 82.86 | 15.87 | 522% |
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