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VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$50.98
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
WPG Partners Small Cap Value Div Fund
Price$20.85
Change+$0.32 (+1.56%)
VolumeN/A
Net Assets32.36M
VSIIX vs WPGTX Comparison Chart in %
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VSIIX vs. WPGTX commentary
Dec 04, 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: 58.3B vs. WPGTX (32.4M). VSIIX pays higher dividends than WPGTX: VSIIX (1.98) vs WPGTX (0.73). VSIIX was incepted earlier than WPGTX: VSIIX (26 years) vs WPGTX (54 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 : -1.66 vs. WPGTX (-5.94). VSIIX return over 5 years is better than : 56.53 vs. WPGTX (51.10).
| 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 | 54 years | - |
| Gain YTD | 6.738 | 6.366 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 32.4M | 179,938% |
| Annual Yield % from dividends | 1.98 | 0.73 | 270% |
| Returns for 1 year | -1.66 | -5.94 | 28% |
| Returns for 3 years | 26.51 | -1.50 | -1,772% |
| Returns for 5 years | 56.53 | 51.10 | 111% |
| Returns for 10 years | 113.27 | 42.13 | 269% |
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