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VSIAX vs WPGTX
VSIAX vs WPGTX Comparison
Open Charts VSIAX vs WPGTX
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
WPG Partners Small Cap Value Div Fund
Price$20.96
Change-$0.20 (-0.95%)
VolumeN/A
CapitalizationN/A
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VSIAX vs WPGTX Comparison Chart
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VSIAX vs. WPGTX commentary
Sep 21, 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 Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. WPGTX (33.7M). 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 : 21.77 vs. WPGTX (15.24). VSIAX (55.85) and WPGTX (53.84) have equivalent 5 years return.
| 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 | 10.460 | 12.237 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3B | 33.7M | 170,030% |
| Annual Yield % from dividends | 2.01 | 1.00 | 201% |
| Returns for 1 year | 21.77 | 15.24 | 143% |
| Returns for 3 years | 17.82 | 11.27 | 158% |
| Returns for 5 years | 55.85 | 53.84 | 104% |
| Returns for 10 years | 102.73 | 10.39 | 989% |