VSIAX
Price
$86.66
Change
+$0.43 (+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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VSIAX vs WPGTX

Header iconVSIAX vs WPGTX Comparison
Open Charts VSIAX vs WPGTXBanner chart's image
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+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
VSIAX vs WPGTX Comparison Chart in %
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VSIAX 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 VSIAX is a StrongBuy and WPGTX is a Buy.

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FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. WPGTX (32.3M). 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 : 11.67 vs. WPGTX (-0.32). VSIAX return over 5 years is better than : 94.16 vs. WPGTX (80.82).
VSIAXWPGTXVSIAX / WPGTX
Total Expense Ratio0.071.106%
Annual Report Gross Expense Ratio0.071.276%
Fund Existence14 years53 years-
Gain YTD2.0441.449141%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets54B32.3M167,183%
Annual Yield % from dividends2.110.79267%
Returns for 1 year11.67-0.32-3,646%
Returns for 3 years34.885.03694%
Returns for 5 years94.1680.82117%
Returns for 10 years96.5325.29382%
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