VISVX
Price
$48.37
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
WPGTX
Price
$19.60
Change
+$0.13 (+0.67%)
Updated
Jul 3 closing price
Net Assets
32.25M
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VISVX vs WPGTX

Header iconVISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTXBanner chart's image
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
WPG Partners Small Cap Value Div Fund
Price$19.60
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets32.25M
VISVX vs WPGTX Comparison Chart in %
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VISVX vs. WPGTX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. WPGTX (32.3M). VISVX pays higher dividends than WPGTX: VISVX (1.99) vs WPGTX (0.79). VISVX was incepted earlier than WPGTX: VISVX (27 years) vs WPGTX (53 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 : 11.64 vs. WPGTX (-0.32). VISVX return over 5 years is better than : 94.00 vs. WPGTX (80.82).
VISVXWPGTXVISVX / WPGTX
Total Expense Ratio0.191.1017%
Annual Report Gross Expense Ratio0.191.2715%
Fund Existence27 years53 years-
Gain YTD2.0241.449140%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets54B32.3M167,183%
Annual Yield % from dividends1.990.79252%
Returns for 1 year11.64-0.32-3,638%
Returns for 3 years34.765.03691%
Returns for 5 years94.0080.82116%
Returns for 10 years96.1125.29380%
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