Interact to see
Advertisement
Advertisement
VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
WPG Partners Small Cap Value Div Fund
Price$20.41
Change+$0.21 (+1.04%)
VolumeN/A
Net Assets34.8M
VSIIX vs WPGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSIIX vs. WPGTX commentary
Feb 05, 2026
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: 59.8B vs. WPGTX (34.8M). VSIIX pays higher dividends than WPGTX: VSIIX (1.86) vs WPGTX (0.73). VSIIX was incepted earlier than WPGTX: VSIIX (26 years) vs WPGTX (54 years). WPGTX (1.21) is less costly to investors than VSIIX (0.06). WPGTX is a more actively managed with annual turnover of: 92.00 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 : 12.05 vs. WPGTX (5.29). VSIIX return over 5 years is better than : 51.14 vs. WPGTX (29.40).
| VSIIX | WPGTX | VSIIX / WPGTX | |
| Total Expense Ratio | 0.06 | 1.10 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.21 | 5% |
| Fund Existence | 26 years | 54 years | - |
| Gain YTD | 6.545 | 8.391 | 78% |
| 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 | 34.8M | 171,839% |
| Annual Yield % from dividends | 1.86 | 0.73 | 256% |
| Returns for 1 year | 12.05 | 5.29 | 228% |
| Returns for 3 years | 29.92 | 8.61 | 348% |
| Returns for 5 years | 51.14 | 29.40 | 174% |
| Returns for 10 years | 162.42 | 70.92 | 229% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement