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VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
WPG Partners Small Cap Value Div Fund
Price$19.42
Change-$0.14 (-0.72%)
VolumeN/A
Net Assets31.25M
VSIIX vs WPGTX Comparison Chart in %
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VSIIX vs. WPGTX commentary
Aug 18, 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 Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. WPGTX (31.2M). VSIIX pays higher dividends than WPGTX: VSIIX (2.08) vs WPGTX (0.78). 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 : 6.63 vs. WPGTX (-4.42). VSIIX return over 5 years is better than : 76.63 vs. WPGTX (63.66).
| 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 | 2.672 | 0.518 | 516% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 31.2M | 180,769% |
| Annual Yield % from dividends | 2.08 | 0.78 | 265% |
| Returns for 1 year | 6.63 | -4.42 | -150% |
| Returns for 3 years | 19.32 | -7.26 | -266% |
| Returns for 5 years | 76.63 | 63.66 | 120% |
| Returns for 10 years | 99.67 | 29.47 | 338% |
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