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GWSVX vs VMCPX
GWSVX vs VMCPX Comparison
Open Charts GWSVX vs VMCPX
Gabelli Focused Gr and Inc AAA
Price$16.61
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets45.76M
Vanguard Mid Cap Index InstitutionalPlus
Price$387.57
Change-$6.59 (-1.67%)
VolumeN/A
Net Assets198.55B
GWSVX vs VMCPX Comparison Chart in %
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GWSVX vs. VMCPX commentary
Nov 14, 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 GWSVX is a StrongBuy and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. GWSVX (45.8M). GWSVX pays higher dividends than VMCPX: GWSVX (4.41) vs VMCPX (1.51). GWSVX was incepted earlier than VMCPX: GWSVX (23 years) vs VMCPX (15 years). GWSVX (1.64) is less costly to investors than VMCPX (0.03). GWSVX is a more actively managed with annual turnover of: 31.00 vs. VMCPX (16.00). GWSVX has a lower initial minimum investment than VMCPX: GWSVX (1000) vs VMCPX (100000000). VMCPX annual gain was more profitable for investors over the last year : 4.05 vs. GWSVX (1.14). VMCPX return over 5 years is better than : 49.81 vs. GWSVX (46.06).
| GWSVX | VMCPX | GWSVX / VMCPX | |
| Total Expense Ratio | 1.64 | 0.03 | 5,467% |
| Annual Report Gross Expense Ratio | 1.64 | 0.03 | 5,467% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | -0.367 | 8.936 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8M | 199B | 0% |
| Annual Yield % from dividends | 4.41 | 1.51 | 292% |
| Returns for 1 year | 1.14 | 4.05 | 28% |
| Returns for 3 years | 19.95 | 37.32 | 53% |
| Returns for 5 years | 46.06 | 49.81 | 92% |
| Returns for 10 years | 58.24 | 141.85 | 41% |
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