Gabelli Value 25 Fund Class C (GVCCX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
8.13
+0.13 (1.63%)
At close: Feb 13, 2026
Fund Assets242.58M
Expense Ratio2.24%
Min. Investment$1,000
Turnover5.00%
Dividend (ttm)0.83
Dividend Yield10.26%
Dividend Growth82.12%
Payout FrequencyAnnual
Ex-Dividend DateDec 29, 2025
Previous Close8.00
YTD Return7.83%
1-Year Return30.51%
5-Year Return23.61%
52-Week Low5.48
52-Week High8.13
Beta (5Y)n/a
Holdings85
Inception DateMar 1, 2000

About GVCCX

Gabelli Value 25 Fund Inc. Class C is an open-end mutual fund focused on long-term capital appreciation through a concentrated, value-driven investment approach. Managed by Gabelli Funds, LLC since its 1989 inception and guided by veteran manager Mario Gabelli, the fund applies the proprietary "Private Market Value with a Catalyst™" methodology. This strategy targets equity securities trading below their estimated private market value, seeking companies where specific events—such as mergers, buyouts, or management changes—could potentially unlock hidden value for shareholders. The fund typically overweights its core twenty-five high-conviction equity positions but retains flexibility to invest across all market capitalizations, including large, mid, and small-cap stocks. Its portfolio is diversified across a variety of sectors within the U.S. market, emphasizing disciplined research and a low portfolio turnover rate. The Gabelli Value 25 Fund plays a distinctive role for investors seeking an actively managed, catalyst-oriented approach to value stocks within the broader mutual fund landscape.

Fund Family Gabelli
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol GVCCX
Share Class Class C
Index S&P 500 TR

Performance

GVCCX had a total return of 30.51% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.53%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FDGTXFidelityFidelity Advisor Dividend Growth Fund1.34%
FDGIXFidelityFidelity Advisor Dividend Growth Fund0.85%
FMILXFidelityFidelity New Millennium Fund0.76%
FDGKXFidelityFidelity Dividend Growth Fund - Class K0.49%
FZADXFidelityFidelity Advisor Dividend Growth Fund0.71%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
GVCIXClass I1.00%
GVCAXClass Aaa1.49%
GABVXClass A1.49%

Top 10 Holdings

50.77% of assets
NameSymbolWeight
Newmont CorporationNEM8.85%
The Bank of New York Mellon CorporationBK7.14%
Sony Group CorporationSONY7.04%
National Fuel Gas CompanyNFG5.22%
Madison Square Garden Sports Corp.MSGS4.79%
Republic Services, Inc.RSG4.35%
Crane CompanyCR4.20%
American Express CompanyAXP4.18%
Warner Bros. Discovery, Inc.WBD2.58%
United States Treasury BillB.0 11.04.252.42%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 29, 2025$0.8343Dec 29, 2025
Dec 27, 2024$0.4581Dec 27, 2024
Dec 27, 2023$0.7403Dec 27, 2023
Dec 28, 2022$1.1346Dec 28, 2022
Dec 29, 2021$0.0093Dec 29, 2021
Dec 29, 2020$1.1885Dec 29, 2020
Full Dividend History