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VISVX vs WPGSX
VISVX vs WPGSX Comparison
Open Charts VISVX vs WPGSX
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
WPG Partners Select Small Cap Value Ins
Price$12.44
Change+$0.85 (+7.33%)
VolumeN/A
Net Assets197.58M
VISVX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. WPGSX (198M). VISVX pays higher dividends than WPGSX: VISVX (1.74) vs WPGSX (1.54). VISVX was incepted earlier than WPGSX: VISVX (28 years) vs WPGSX (4 years). WPGSX (1.13) is less costly to investors than VISVX (0.19). WPGSX is a more actively managed with annual turnover of: 155.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than WPGSX: VISVX (3000) vs WPGSX (100000). WPGSX annual gain was more profitable for investors over the last year : 13.66 vs. VISVX (12.01).
| VISVX | WPGSX | VISVX / WPGSX | |
| Total Expense Ratio | 0.19 | 1.10 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.13 | 17% |
| Fund Existence | 28 years | 4 years | - |
| Gain YTD | 6.555 | 9.507 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8B | 198M | 30,202% |
| Annual Yield % from dividends | 1.74 | 1.54 | 113% |
| Returns for 1 year | 12.01 | 13.66 | 88% |
| Returns for 3 years | 29.81 | 13.61 | 219% |
| Returns for 5 years | 51.01 | N/A | - |
| Returns for 10 years | 161.74 | N/A | - |
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