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VISGX vs WSMGX
VISGX vs WSMGX Comparison
Open Charts VISGX vs WSMGX
Vanguard Small Cap Growth Index I
Price$82.75
Change-$0.85 (-1.02%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Growth Instl
Price$21.36
Change-$0.19 (-0.88%)
VolumeN/A
CapitalizationN/A
VISGX vs WSMGX Comparison Chart
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VISGX vs. WSMGX commentary
Dec 18, 2024
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 VISGX is a Hold and WSMGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 40.7B vs. WSMGX (26.1M). VISGX pays higher dividends than WSMGX: VISGX (0.55) vs WSMGX (0.00). VISGX was incepted earlier than WSMGX: VISGX (27 years) vs WSMGX (28 years). WSMGX is a more actively managed with annual turnover of: 81.00 vs. VISGX (19.00). VISGX has a lower initial minimum investment than WSMGX: VISGX (3000) vs WSMGX (250000). VISGX annual gain was more profitable for investors over the last year : 24.00 vs. WSMGX (11.08). VISGX return over 5 years is better than : 49.43 vs. WSMGX (-27.57).
| VISGX | WSMGX | VISGX / WSMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 28 years | - |
| Gain YTD | 21.973 | 8.980 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7B | 26.1M | 155,939% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 24.00 | 11.08 | 217% |
| Returns for 3 years | 8.20 | -23.90 | -34% |
| Returns for 5 years | 49.43 | -27.57 | -179% |
| Returns for 10 years | 139.07 | -12.99 | -1,070% |
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