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GWSAX vs VIMSX
GWSAX vs VIMSX Comparison
Open Charts GWSAX vs VIMSX
Gabelli Focused Gr and Inc A
Price$16.61
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets45.28M
Vanguard Mid Cap Index Investor
Price$78.99
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets201.28B
GWSAX vs VIMSX Comparison Chart in %
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GWSAX vs. VIMSX commentary
Oct 21, 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 GWSAX is a StrongBuy and VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 201B vs. GWSAX (45.3M). GWSAX pays higher dividends than VIMSX: GWSAX (5.35) vs VIMSX (1.36). GWSAX was incepted earlier than VIMSX: GWSAX (23 years) vs VIMSX (27 years). GWSAX (1.64) is less costly to investors than VIMSX (0.17). GWSAX is a more actively managed with annual turnover of: 31.00 vs. VIMSX (16.00). GWSAX has a lower initial minimum investment than VIMSX: GWSAX (1000) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 7.57 vs. GWSAX (-1.55). VIMSX (57.21) and GWSAX (56.13) have equivalent 5 years return.
| GWSAX | VIMSX | GWSAX / VIMSX | |
| Total Expense Ratio | 1.25 | 0.17 | 735% |
| Annual Report Gross Expense Ratio | 1.64 | 0.17 | 965% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | -1.383 | 9.695 | -14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3M | 201B | 0% |
| Annual Yield % from dividends | 5.35 | 1.36 | 392% |
| Returns for 1 year | -1.55 | 7.57 | -20% |
| Returns for 3 years | 25.53 | 49.65 | 51% |
| Returns for 5 years | 56.13 | 57.21 | 98% |
| Returns for 10 years | 59.77 | 140.60 | 43% |
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