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VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
WPG Partners Small Cap Value Div Fund
Price$19.45
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets31.47M
VSIIX vs WPGTX Comparison Chart in %
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VS
VS
VSIIX vs. WPGTX commentary
Jul 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. WPGTX (31.5M). 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 : 5.59 vs. WPGTX (-5.52). VSIIX return over 5 years is better than : 89.04 vs. WPGTX (77.69).
| 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 | 2.903 | 0.673 | 431% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 31.5M | 176,508% |
| Annual Yield % from dividends | 2.12 | 0.79 | 269% |
| Returns for 1 year | 5.59 | -5.52 | -101% |
| Returns for 3 years | 31.09 | 1.51 | 2,056% |
| Returns for 5 years | 89.04 | 77.69 | 115% |
| Returns for 10 years | 102.89 | 29.10 | 354% |
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