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VISVX vs WPGTX
VISVX vs WPGTX Comparison
Open Charts VISVX vs WPGTX
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
WPG Partners Small Cap Value Div Fund
Price$20.41
Change+$0.21 (+1.04%)
VolumeN/A
Net Assets34.8M
VISVX vs WPGTX Comparison Chart in %
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VISVX vs. WPGTX commentary
Feb 05, 2026
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: 59.8B vs. WPGTX (34.8M). VISVX pays higher dividends than WPGTX: VISVX (1.74) vs WPGTX (0.73). VISVX was incepted earlier than WPGTX: VISVX (28 years) vs WPGTX (54 years). WPGTX (1.21) is less costly to investors than VISVX (0.19). WPGTX is a more actively managed with annual turnover of: 92.00 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 : 12.01 vs. WPGTX (5.29). VISVX return over 5 years is better than : 51.01 vs. WPGTX (29.40).
| VISVX | WPGTX | VISVX / WPGTX | |
| Total Expense Ratio | 0.19 | 1.10 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.21 | 16% |
| Fund Existence | 28 years | 54 years | - |
| Gain YTD | 6.555 | 8.391 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8B | 34.8M | 171,839% |
| Annual Yield % from dividends | 1.74 | 0.73 | 240% |
| Returns for 1 year | 12.01 | 5.29 | 227% |
| Returns for 3 years | 29.81 | 8.61 | 346% |
| Returns for 5 years | 51.01 | 29.40 | 174% |
| Returns for 10 years | 161.74 | 70.92 | 228% |
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