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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
WPG Partners Small Cap Value Div Fund
Price$20.85
Change+$0.32 (+1.56%)
VolumeN/A
Net Assets32.36M
VISVX vs WPGTX Comparison Chart in %
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VISVX vs. WPGTX commentary
Dec 04, 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 Buy 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 (1.86) vs WPGTX (0.73). 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 : -1.68 vs. WPGTX (-5.94). VISVX return over 5 years is better than : 56.36 vs. WPGTX (51.10).
| 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 | 6.700 | 6.366 | 105% |
| 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 | 1.86 | 0.73 | 253% |
| Returns for 1 year | -1.68 | -5.94 | 28% |
| Returns for 3 years | 26.40 | -1.50 | -1,765% |
| Returns for 5 years | 56.36 | 51.10 | 110% |
| Returns for 10 years | 112.68 | 42.13 | 267% |
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