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VISVX vs WSMVX
VISVX vs WSMVX Comparison
Open Charts VISVX vs WSMVX
Vanguard Small Cap Value Index I
Price$48.35
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets58.35B
Wilshire Small Company Value Instl
Price$26.78
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets21.23M
VISVX vs WSMVX Comparison Chart in %
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VISVX vs. WSMVX commentary
Nov 20, 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 Hold and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. WSMVX (21.2M). VISVX pays higher dividends than WSMVX: VISVX (1.90) vs WSMVX (1.44). VISVX was incepted earlier than WSMVX: VISVX (28 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than VISVX (0.19). WSMVX is a more actively managed with annual turnover of: 53.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than WSMVX: VISVX (3000) vs WSMVX (250000). VISVX annual gain was more profitable for investors over the last year : -1.93 vs. WSMVX (-7.98). VISVX return over 5 years is better than : 55.92 vs. WSMVX (33.56).
| VISVX | WSMVX | VISVX / WSMVX | |
| Total Expense Ratio | 0.19 | 1.10 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.70 | 11% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | 2.266 | 2.834 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 21.2M | 275,000% |
| Annual Yield % from dividends | 1.90 | 1.44 | 132% |
| Returns for 1 year | -1.93 | -7.98 | 24% |
| Returns for 3 years | 24.30 | 1.88 | 1,293% |
| Returns for 5 years | 55.92 | 33.56 | 167% |
| Returns for 10 years | 104.09 | 23.15 | 450% |
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