Ad is loading...
VISVX vs WSCVX
VISVX vs WSCVX Comparison
Open Charts VISVX vs WSCVX
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Investor
Price$16.23
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
VISVX vs WSCVX Comparison Chart
Loading...
VISVX vs. WSCVX commentary
Sep 21, 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 VISVX is a Buy and WSCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. WSCVX (35.6M). VISVX pays higher dividends than WSCVX: VISVX (1.90) vs WSCVX (0.16). VISVX was incepted earlier than WSCVX: VISVX (26 years) vs WSCVX (17 years). VISVX is a more actively managed with annual turnover of: 16.00 vs. WSCVX (6.00). WSCVX has a lower initial minimum investment than VISVX: WSCVX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 21.73 vs. WSCVX (8.97). VISVX return over 5 years is better than : 55.70 vs. WSCVX (-13.19).
| VISVX | WSCVX | VISVX / WSCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 10.404 | 9.426 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3B | 35.6M | 160,955% |
| Annual Yield % from dividends | 1.90 | 0.16 | 1,169% |
| Returns for 1 year | 21.73 | 8.97 | 242% |
| Returns for 3 years | 17.75 | -34.03 | -52% |
| Returns for 5 years | 55.70 | -13.19 | -422% |
| Returns for 10 years | 102.10 | -33.90 | -301% |
View a ticker or compare two or three
VS
VS
Ad is loading...