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VSIAX vs WPGTX
VSIAX vs WPGTX Comparison
Open Charts VSIAX vs WPGTX
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
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
VSIAX vs WPGTX Comparison Chart in %
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VSIAX 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 VSIAX is a StrongBuy and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. WPGTX (31.5M). VSIAX pays higher dividends than WPGTX: VSIAX (2.11) vs WPGTX (0.79). VSIAX was incepted earlier than WPGTX: VSIAX (14 years) vs WPGTX (53 years). WPGTX (1.27) is less costly to investors than VSIAX (0.07). WPGTX is a more actively managed with annual turnover of: 74.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than WPGTX: VSIAX (3000) vs WPGTX (100000). VSIAX annual gain was more profitable for investors over the last year : 5.59 vs. WPGTX (-5.52). VSIAX return over 5 years is better than : 88.99 vs. WPGTX (77.69).
| VSIAX | WPGTX | VSIAX / WPGTX | |
| Total Expense Ratio | 0.07 | 1.10 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.27 | 6% |
| Fund Existence | 14 years | 53 years | - |
| Gain YTD | 2.904 | 0.673 | 432% |
| 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 | 2.11 | 0.79 | 267% |
| Returns for 1 year | 5.59 | -5.52 | -101% |
| Returns for 3 years | 31.08 | 1.51 | 2,055% |
| Returns for 5 years | 88.99 | 77.69 | 115% |
| Returns for 10 years | 102.83 | 29.10 | 353% |
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