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VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
WPG Partners Small Cap Value Div Fund
Price$18.97
Change-$0.46 (-2.37%)
VolumeN/A
Net Assets31.95M
VSIIX vs WPGTX Comparison Chart
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VSIIX vs. WPGTX commentary
Feb 23, 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 Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. WPGTX (31.9M). 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 : 9.99 vs. WPGTX (0.64). VSIIX return over 5 years is better than : 47.63 vs. WPGTX (39.88).
| 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 | -0.294 | -1.812 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 31.9M | 188,715% |
| Annual Yield % from dividends | 2.02 | 1.00 | 202% |
| Returns for 1 year | 9.99 | 0.64 | 1,556% |
| Returns for 3 years | 17.99 | -3.55 | -506% |
| Returns for 5 years | 47.63 | 39.88 | 119% |
| Returns for 10 years | 90.58 | 18.04 | 502% |
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