VSIIX
Price
$48.44
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
WPGTX
Price
$19.60
Change
+$0.13 (+0.67%)
Updated
Jul 3 closing price
Net Assets
32.25M
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VSIIX vs WPGTX

Header iconVSIIX vs WPGTX Comparison
Open Charts VSIIX vs WPGTXBanner chart's image
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
WPG Partners Small Cap Value Div Fund
Price$19.60
Change+$0.13 (+0.67%)
VolumeN/A
Net Assets32.25M
VSIIX vs WPGTX Comparison Chart in %
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VS
VSIIX vs. WPGTX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. WPGTX (32.3M). 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 : 11.69 vs. WPGTX (-0.32). VSIIX return over 5 years is better than : 94.15 vs. WPGTX (80.82).
VSIIXWPGTXVSIIX / WPGTX
Total Expense Ratio0.061.105%
Annual Report Gross Expense Ratio0.061.275%
Fund Existence26 years53 years-
Gain YTD2.0401.449141%
Front LoadN/AN/A-
Min. Initial Investment50000001000005,000%
Min. Initial Investment IRAN/AN/A-
Net Assets54B32.3M167,183%
Annual Yield % from dividends2.120.79269%
Returns for 1 year11.69-0.32-3,652%
Returns for 3 years34.905.03694%
Returns for 5 years94.1580.82116%
Returns for 10 years96.6025.29382%
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