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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
WPG Partners Small Cap Value Div Fund
Price$19.42
Change-$0.14 (-0.72%)
VolumeN/A
Net Assets31.25M
VISVX vs WPGTX Comparison Chart in %
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VISVX vs. WPGTX commentary
Aug 18, 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: 56.4B vs. WPGTX (31.2M). VISVX pays higher dividends than WPGTX: VISVX (1.95) vs WPGTX (0.78). 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 : 6.61 vs. WPGTX (-4.42). VISVX return over 5 years is better than : 76.46 vs. WPGTX (63.66).
| 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 | 2.657 | 0.518 | 513% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 31.2M | 180,769% |
| Annual Yield % from dividends | 1.95 | 0.78 | 249% |
| Returns for 1 year | 6.61 | -4.42 | -149% |
| Returns for 3 years | 19.23 | -7.26 | -265% |
| Returns for 5 years | 76.46 | 63.66 | 120% |
| Returns for 10 years | 99.26 | 29.47 | 337% |
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