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GWSAX vs VMCPX
GWSAX vs VMCPX Comparison
Open Charts GWSAX vs VMCPX
Gabelli Focused Gr and Inc A
Price$16.79
Change+$0.18 (+1.08%)
VolumeN/A
Net Assets45.28M
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
GWSAX vs VMCPX Comparison Chart in %
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GWSAX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. GWSAX (45.3M). GWSAX pays higher dividends than VMCPX: GWSAX (5.35) vs VMCPX (1.50). GWSAX was incepted earlier than VMCPX: GWSAX (23 years) vs VMCPX (15 years). GWSAX (1.64) is less costly to investors than VMCPX (0.03). GWSAX is a more actively managed with annual turnover of: 31.00 vs. VMCPX (16.00). GWSAX has a lower initial minimum investment than VMCPX: GWSAX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 7.59 vs. GWSAX (-1.55). VMCPX (57.33) and GWSAX (56.13) have equivalent 5 years return.
| GWSAX | VMCPX | GWSAX / VMCPX | |
| Total Expense Ratio | 1.25 | 0.03 | 4,167% |
| Annual Report Gross Expense Ratio | 1.64 | 0.03 | 5,467% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | -1.383 | 9.709 | -14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3M | 201B | 0% |
| Annual Yield % from dividends | 5.35 | 1.50 | 358% |
| Returns for 1 year | -1.55 | 7.59 | -20% |
| Returns for 3 years | 25.53 | 49.71 | 51% |
| Returns for 5 years | 56.13 | 57.33 | 98% |
| Returns for 10 years | 59.77 | 141.02 | 42% |
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