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GWSAX vs VMCPX
GWSAX vs VMCPX Comparison
Open Charts GWSAX vs VMCPX
Gabelli Focused Gr and Inc A
Price$17.92
Change+$1.26 (+7.56%)
VolumeN/A
Net Assets46.77M
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
GWSAX vs VMCPX Comparison Chart in %
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GWSAX vs. VMCPX commentary
Feb 05, 2026
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 Buy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. GWSAX (46.8M). GWSAX pays higher dividends than VMCPX: GWSAX (5.21) 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: 35.00 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 : 8.25 vs. GWSAX (5.85). GWSAX (40.30) and VMCPX (38.89) 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 | 5.706 | 2.283 | 250% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 199B | 0% |
| Annual Yield % from dividends | 5.21 | 1.50 | 347% |
| Returns for 1 year | 5.85 | 8.25 | 71% |
| Returns for 3 years | 20.82 | 34.05 | 61% |
| Returns for 5 years | 40.30 | 38.89 | 104% |
| Returns for 10 years | 98.09 | 180.63 | 54% |
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