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VISVX vs WSCVX
VISVX vs WSCVX Comparison
Open Charts VISVX vs WSCVX
Vanguard Small Cap Value Index I
Price$49.70
Change+$0.53 (+1.08%)
VolumeN/A
Net Assets58.32B
North Star Small Cap Value Investor
Price$14.70
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets32.72M
VISVX vs WSCVX Comparison Chart
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VISVX vs. WSCVX commentary
Jan 31, 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 WSCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. WSCVX (32.7M). VISVX pays higher dividends than WSCVX: VISVX (1.90) vs WSCVX (0.16). VISVX was incepted earlier than WSCVX: VISVX (27 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 : 17.43 vs. WSCVX (4.35). VISVX return over 5 years is better than : 57.77 vs. WSCVX (-20.95).
| VISVX | WSCVX | VISVX / WSCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 17 years | - |
| Gain YTD | 3.429 | 1.596 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 32.7M | 178,287% |
| Annual Yield % from dividends | 1.90 | 0.16 | 1,169% |
| Returns for 1 year | 17.43 | 4.35 | 401% |
| Returns for 3 years | 21.61 | -19.29 | -112% |
| Returns for 5 years | 57.77 | -20.95 | -276% |
| Returns for 10 years | 107.11 | -29.76 | -360% |
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