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VGPMX vs WRLDX
VGPMX vs WRLDX Comparison
Open Charts VGPMX vs WRLDX
Vanguard Global Capital Cycles Investor
Price$16.31
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets1.85B
Scharf Global Opportunity Institutional
Price$38.77
Change+$0.14 (+0.36%)
VolumeN/A
Net Assets30.26M
VGPMX vs WRLDX Comparison Chart in %
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VGPMX vs. WRLDX commentary
Aug 18, 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 VGPMX is a StrongBuy and WRLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.85B vs. WRLDX (30.3M). VGPMX pays higher dividends than WRLDX: VGPMX (2.03) vs WRLDX (0.74). VGPMX was incepted earlier than WRLDX: VGPMX (41 years) vs WRLDX (11 years). WRLDX (1.39) is less costly to investors than VGPMX (0.44). VGPMX (32.00) and WRLDX (31.87) have comparable annual turnover. VGPMX has a lower initial minimum investment than WRLDX: VGPMX (3000) vs WRLDX (10000). VGPMX annual gain was more profitable for investors over the last year : 22.70 vs. WRLDX (9.20). VGPMX return over 5 years is better than : 93.70 vs. WRLDX (36.64).
| VGPMX | WRLDX | VGPMX / WRLDX | |
| Total Expense Ratio | 0.44 | 0.63 | 70% |
| Annual Report Gross Expense Ratio | 0.44 | 1.39 | 32% |
| Fund Existence | 41 years | 11 years | - |
| Gain YTD | 29.149 | 10.677 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 10000 | 30% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 30.3M | 6,112% |
| Annual Yield % from dividends | 2.03 | 0.74 | 275% |
| Returns for 1 year | 22.70 | 9.20 | 247% |
| Returns for 3 years | 48.04 | 20.25 | 237% |
| Returns for 5 years | 93.70 | 36.64 | 256% |
| Returns for 10 years | 127.41 | 51.89 | 246% |
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