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VSIAX vs WPGTX
VSIAX vs WPGTX Comparison
Open Charts VSIAX vs WPGTX
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.
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).
| 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 | 2.044 | 1.449 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 32.3M | 167,183% |
| Annual Yield % from dividends | 2.11 | 0.79 | 267% |
| Returns for 1 year | 11.67 | -0.32 | -3,646% |
| Returns for 3 years | 34.88 | 5.03 | 694% |
| Returns for 5 years | 94.16 | 80.82 | 117% |
| Returns for 10 years | 96.53 | 25.29 | 382% |
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