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VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-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
VSIIX vs WPGTX Comparison Chart
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VSIIX 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 VSIIX is a Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. WPGTX (33.6M). VSIIX pays higher dividends than WPGTX: VSIIX (2.02) vs WPGTX (1.00). VSIIX was incepted earlier than WPGTX: VSIIX (25 years) vs WPGTX (53 years). WPGTX is a more actively managed with annual turnover of: 90.00 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 : 16.22 vs. WPGTX (9.78). VSIIX return over 5 years is better than : 52.86 vs. WPGTX (37.44).
| VSIIX | WPGTX | VSIIX / WPGTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 53 years | - |
| Gain YTD | 15.027 | 7.591 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 33.6M | 187,500% |
| Annual Yield % from dividends | 2.02 | 1.00 | 202% |
| Returns for 1 year | 16.22 | 9.78 | 166% |
| Returns for 3 years | 20.66 | 5.44 | 380% |
| Returns for 5 years | 52.86 | 37.44 | 141% |
| Returns for 10 years | 105.75 | 25.64 | 412% |
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