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VSIAX vs WPGTX
VSIAX vs WPGTX Comparison
Open Charts VSIAX vs WPGTX
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
WPG Partners Small Cap Value Div Fund
Price$19.07
Change-$0.74 (-3.74%)
VolumeN/A
CapitalizationN/A
VSIAX vs WPGTX Comparison Chart
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VSIAX vs. WPGTX commentary
Dec 19, 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 VSIAX is a Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. WPGTX (33.6M). 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 : 16.23 vs. WPGTX (9.78). VSIAX return over 5 years is better than : 52.83 vs. WPGTX (37.44).
| 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 | 15.031 | 7.591 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 33.6M | 187,500% |
| Annual Yield % from dividends | 2.01 | 1.00 | 201% |
| Returns for 1 year | 16.23 | 9.78 | 166% |
| Returns for 3 years | 20.67 | 5.44 | 380% |
| Returns for 5 years | 52.83 | 37.44 | 141% |
| Returns for 10 years | 105.65 | 25.64 | 412% |
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