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VSIIX vs WPGTX
VSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTX
Vanguard Small Cap Value Index I
Price$53.60
Change+$0.30 (+0.56%)
VolumeN/A
Net Assets59.85B
WPG Partners Small Cap Value Div Fund
Price$19.83
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets33.81M
VSIIX vs WPGTX Comparison Chart in %
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VSIIX vs. WPGTX commentary
Jan 15, 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 Hold and WPGTX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. WPGTX (33.8M). VSIIX pays higher dividends than WPGTX: VSIIX (1.96) vs WPGTX (0.77). 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: 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 : 12.27 vs. WPGTX (2.67). VSIIX return over 5 years is better than : 51.30 vs. WPGTX (28.24).
| 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 | 5.346 | 5.311 | 101% |
| 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 | 33.8M | 176,923% |
| Annual Yield % from dividends | 1.96 | 0.77 | 254% |
| Returns for 1 year | 12.27 | 2.67 | 460% |
| Returns for 3 years | 34.42 | 10.62 | 324% |
| Returns for 5 years | 51.30 | 28.24 | 182% |
| Returns for 10 years | 162.01 | 67.39 | 240% |
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