Interact to see
Advertisement
Advertisement
VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$48.14
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets55.61B
WPG Partners Small Cap Value Div Fund
Price$19.28
Change-$0.16 (-0.82%)
VolumeN/A
Net Assets31.49M
VSIIX vs WPGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSIIX vs. WPGTX commentary
Jul 20, 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: 55.6B vs. WPGTX (31.5M). VSIIX pays higher dividends than WPGTX: VSIIX (2.12) vs WPGTX (0.79). VSIIX was incepted earlier than WPGTX: VSIIX (26 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 : 3.49 vs. WPGTX (-6.56). VSIIX return over 5 years is better than : 87.70 vs. WPGTX (79.02).
| VSIIX | WPGTX | VSIIX / WPGTX | |
| Total Expense Ratio | 0.06 | 1.10 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.27 | 5% |
| Fund Existence | 26 years | 53 years | - |
| Gain YTD | 1.513 | 0.621 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 31.5M | 176,508% |
| Annual Yield % from dividends | 2.12 | 0.79 | 269% |
| Returns for 1 year | 3.49 | -6.56 | -53% |
| Returns for 3 years | 34.58 | 5.89 | 587% |
| Returns for 5 years | 87.70 | 79.02 | 111% |
| Returns for 10 years | 95.21 | 24.49 | 389% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement