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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
WPG Partners Small Cap Value Div Fund
Price$19.45
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets31.47M
VISVX vs WPGTX Comparison Chart in %
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VISVX vs. WPGTX commentary
Jul 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. WPGTX (31.5M). 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 : 5.54 vs. WPGTX (-5.52). VISVX return over 5 years is better than : 88.78 vs. WPGTX (77.69).
| VISVX | WPGTX | VISVX / WPGTX | |
| Total Expense Ratio | 0.19 | 1.10 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.27 | 15% |
| Fund Existence | 27 years | 53 years | - |
| Gain YTD | 2.868 | 0.673 | 426% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 31.5M | 176,508% |
| Annual Yield % from dividends | 1.99 | 0.79 | 252% |
| Returns for 1 year | 5.54 | -5.52 | -100% |
| Returns for 3 years | 30.99 | 1.51 | 2,049% |
| Returns for 5 years | 88.78 | 77.69 | 114% |
| Returns for 10 years | 102.36 | 29.10 | 352% |
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