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VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
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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VS
VS
VSIIX vs WPGTX Comparison Chart
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VSIIX 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 VSIIX is a Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. WPGTX (33.7M). 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 : 24.93 vs. WPGTX (15.24). VSIIX return over 5 years is better than : 58.50 vs. WPGTX (53.84).
| 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 | 12.339 | 12.237 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3B | 33.7M | 170,030% |
| Annual Yield % from dividends | 2.02 | 1.00 | 202% |
| Returns for 1 year | 24.93 | 15.24 | 164% |
| Returns for 3 years | 22.14 | 11.27 | 196% |
| Returns for 5 years | 58.50 | 53.84 | 109% |
| Returns for 10 years | 109.09 | 10.39 | 1,050% |
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