Interact to see
Advertisement
Advertisement
VSIIX vs WPGSX
VSIIX vs WPGSX Comparison
Open Charts VSIIX vs WPGSX
Vanguard Small Cap Value Index I
Price$53.27
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets59.85B
WPG Partners Select Small Cap Value Ins
Price$12.07
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets189.57M
VSIIX vs WPGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. WPGSX (190M). VSIIX pays higher dividends than WPGSX: VSIIX (1.96) vs WPGSX (1.65). VSIIX was incepted earlier than WPGSX: VSIIX (26 years) vs WPGSX (4 years). WPGSX (1.13) is less costly to investors than VSIIX (0.06). WPGSX is a more actively managed with annual turnover of: 155.00 vs. VSIIX (16.00). WPGSX has a lower initial minimum investment than VSIIX: WPGSX (100000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 14.22 vs. WPGSX (12.61).
| VSIIX | WPGSX | VSIIX / WPGSX | |
| Total Expense Ratio | 0.06 | 1.10 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.13 | 5% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 4.697 | 6.250 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8B | 190M | 31,474% |
| Annual Yield % from dividends | 1.96 | 1.65 | 119% |
| Returns for 1 year | 14.22 | 12.61 | 113% |
| Returns for 3 years | 33.59 | 14.63 | 230% |
| Returns for 5 years | 50.66 | N/A | - |
| Returns for 10 years | 160.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement