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VSIAX vs WPGTX
VSIAX vs WPGTX Comparison
Open Charts VSIAX vs WPGTX
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
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
VSIAX vs WPGTX Comparison Chart
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VSIAX 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 VSIAX is a Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. WPGTX (31.9M). VSIAX pays higher dividends than WPGTX: VSIAX (2.01) vs WPGTX (1.00). VSIAX was incepted earlier than WPGTX: VSIAX (13 years) vs WPGTX (53 years). WPGTX is a more actively managed with annual turnover of: 90.00 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 : 9.98 vs. WPGTX (0.64). VSIAX return over 5 years is better than : 47.61 vs. WPGTX (39.88).
| VSIAX | WPGTX | VSIAX / WPGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 53 years | - |
| Gain YTD | -0.294 | -1.812 | 16% |
| 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 | 2.01 | 1.00 | 201% |
| Returns for 1 year | 9.98 | 0.64 | 1,555% |
| Returns for 3 years | 17.97 | -3.55 | -506% |
| Returns for 5 years | 47.61 | 39.88 | 119% |
| Returns for 10 years | 90.53 | 18.04 | 502% |
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