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VISVX vs WFICX
VISVX vs WFICX Comparison
Open Charts VISVX vs WFICX
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
North Star Small Cap Value Institutional
Price$14.71
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets33.33M
VISVX vs WFICX Comparison Chart
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VISVX vs. WFICX commentary
Jan 19, 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 VISVX is a Buy and WFICX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. WFICX (33.3M). VISVX pays higher dividends than WFICX: VISVX (1.90) vs WFICX (0.29). VISVX was incepted earlier than WFICX: VISVX (27 years) vs WFICX (6 years). VISVX is a more actively managed with annual turnover of: 16.00 vs. WFICX (6.00). VISVX has a lower initial minimum investment than WFICX: VISVX (3000) vs WFICX (100000). VISVX annual gain was more profitable for investors over the last year : 18.46 vs. WFICX (7.29). VISVX return over 5 years is better than : 50.22 vs. WFICX (-24.54).
| VISVX | WFICX | VISVX / WFICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 6 years | - |
| Gain YTD | 3.197 | 2.366 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 33.3M | 175,075% |
| Annual Yield % from dividends | 1.90 | 0.29 | 659% |
| Returns for 1 year | 18.46 | 7.29 | 253% |
| Returns for 3 years | 16.97 | -22.15 | -77% |
| Returns for 5 years | 50.22 | -24.54 | -205% |
| Returns for 10 years | 109.01 | N/A | - |
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