Interact to see
Advertisement
Advertisement
VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets58.35B
WPG Partners Small Cap Value Div Fund
Price$20.07
Change-$0.26 (-1.28%)
VolumeN/A
Net Assets32.44M
VISVX vs WPGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VISVX vs. WPGTX 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 VISVX is a StrongBuy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. WPGTX (32.4M). VISVX pays higher dividends than WPGTX: VISVX (1.90) vs WPGTX (0.75). VISVX was incepted earlier than WPGTX: VISVX (28 years) vs WPGTX (54 years). WPGTX (1.27) is less costly to investors than VISVX (0.19). WPGTX is a more actively managed with annual turnover of: 74.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than WPGTX: VISVX (3000) vs WPGTX (100000). VISVX annual gain was more profitable for investors over the last year : -0.55 vs. WPGTX (-4.82). VISVX return over 5 years is better than : 65.01 vs. WPGTX (59.84).
| VISVX | WPGTX | VISVX / WPGTX | |
| Total Expense Ratio | 0.19 | 1.10 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.27 | 15% |
| Fund Existence | 28 years | 54 years | - |
| Gain YTD | 5.771 | 5.228 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 32.4M | 179,938% |
| Annual Yield % from dividends | 1.90 | 0.75 | 253% |
| Returns for 1 year | -0.55 | -4.82 | 11% |
| Returns for 3 years | 27.31 | -2.00 | -1,366% |
| Returns for 5 years | 65.01 | 59.84 | 109% |
| Returns for 10 years | 116.59 | 43.52 | 268% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement