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VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
WPG Partners Small Cap Value Div Fund
Price$20.29
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets32.6M
VSIIX vs WPGTX Comparison Chart in %
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VSIIX vs. WPGTX commentary
Sep 08, 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: 59.2B vs. WPGTX (32.6M). VSIIX pays higher dividends than WPGTX: VSIIX (1.98) vs WPGTX (0.75). 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 : 10.21 vs. WPGTX (0.25). VSIIX return over 5 years is better than : 86.40 vs. WPGTX (74.84).
| 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 | 6.695 | 5.021 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 32.6M | 181,595% |
| Annual Yield % from dividends | 1.98 | 0.75 | 265% |
| Returns for 1 year | 10.21 | 0.25 | 4,023% |
| Returns for 3 years | 36.67 | 6.60 | 555% |
| Returns for 5 years | 86.40 | 74.84 | 115% |
| Returns for 10 years | 117.87 | 40.79 | 289% |
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