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VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$41.60
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
WPG Partners Small Cap Value Div Fund
Price$16.51
Change+$0.18 (+1.10%)
VolumeN/A
Net Assets26.98M
VSIIX vs WPGTX Comparison Chart
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VSIIX vs. WPGTX commentary
Apr 18, 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 VSIIX is a Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. WPGTX (27M). VSIIX pays higher dividends than WPGTX: VSIIX (2.28) vs WPGTX (0.84). VSIIX was incepted earlier than WPGTX: VSIIX (25 years) vs WPGTX (53 years). WPGTX (1.27) is less costly to investors than VSIIX (0.06). WPGTX is a more actively managed with annual turnover of: 74.00 vs. VSIIX (16.00). WPGTX has a lower initial minimum investment than VSIIX: WPGTX (100000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -2.87 vs. WPGTX (-13.59). VSIIX return over 5 years is better than : 84.38 vs. WPGTX (71.67).
| VSIIX | WPGTX | VSIIX / WPGTX | |
| Total Expense Ratio | 0.06 | 1.10 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.27 | 5% |
| Fund Existence | 25 years | 53 years | - |
| Gain YTD | -13.320 | -15.476 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6B | 27M | 198,519% |
| Annual Yield % from dividends | 2.28 | 0.84 | 272% |
| Returns for 1 year | -2.87 | -13.59 | 21% |
| Returns for 3 years | 0.42 | -22.74 | -2% |
| Returns for 5 years | 84.38 | 71.67 | 118% |
| Returns for 10 years | 63.53 | -2.08 | -3,049% |
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