Interact to see
Advertisement
Advertisement
VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+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
VSIIX vs WPGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSIIX 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 VSIIX is a StrongBuy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. WPGTX (32.3M). VSIIX pays higher dividends than WPGTX: VSIIX (2.12) vs WPGTX (0.79). VSIIX was incepted earlier than WPGTX: VSIIX (26 years) vs WPGTX (53 years). WPGTX (1.27) is less costly to investors than VSIIX (0.06). WPGTX is a more actively managed with annual turnover of: 74.00 vs. VSIIX (16.00). WPGTX has a lower initial minimum investment than VSIIX: WPGTX (100000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. WPGTX (-0.32). VSIIX return over 5 years is better than : 94.15 vs. WPGTX (80.82).
| VSIIX | WPGTX | VSIIX / WPGTX | |
| Total Expense Ratio | 0.06 | 1.10 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.27 | 5% |
| Fund Existence | 26 years | 53 years | - |
| Gain YTD | 2.040 | 1.449 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 32.3M | 167,183% |
| Annual Yield % from dividends | 2.12 | 0.79 | 269% |
| Returns for 1 year | 11.69 | -0.32 | -3,652% |
| Returns for 3 years | 34.90 | 5.03 | 694% |
| Returns for 5 years | 94.15 | 80.82 | 116% |
| Returns for 10 years | 96.60 | 25.29 | 382% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LGI | 17.03 | 0.12 | +0.71% |
| Lazard Global Total Return & Income Fund | |||
| VXUS | 69.49 | 0.38 | +0.55% |
| Vanguard Total International Stock ETF | |||
| MKOR | 28.13 | 0.10 | +0.35% |
| Matthews Korea Active ETF | |||
| GGLS | 12.18 | -0.05 | -0.37% |
| Direxion Daily GOOGL Bear 1X ETF | |||
| EMO | 47.68 | -0.31 | -0.65% |
| ClearBridge Energy Midstream Opportunity Fund | |||