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VRTIX vs WSCVX
VRTIX vs WSCVX Comparison
Open Charts VRTIX vs WSCVX
Vanguard Russell 2000 Index I
Price$374.04
Change+$0.36 (+0.10%)
VolumeN/A
Net Assets12.87B
North Star Small Cap Value Investor
Price$16.08
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets31.57M
VRTIX vs WSCVX Comparison Chart in %
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VRTIX vs. WSCVX commentary
Oct 01, 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 VRTIX is a Buy and WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. WSCVX (31.6M). VRTIX pays higher dividends than WSCVX: VRTIX (1.17) vs WSCVX (0.00). VRTIX was incepted earlier than WSCVX: VRTIX (15 years) vs WSCVX (18 years). WSCVX (1.82) is less costly to investors than VRTIX (0.07). WSCVX is a more actively managed with annual turnover of: 29.00 vs. VRTIX (12.00). WSCVX has a lower initial minimum investment than VRTIX: WSCVX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 9.84 vs. WSCVX (-0.93). VRTIX return over 5 years is better than : 64.21 vs. WSCVX (4.58).
| VRTIX | WSCVX | VRTIX / WSCVX | |
| Total Expense Ratio | 0.07 | 1.22 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.82 | 4% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 9.465 | 10.895 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 31.6M | 40,823% |
| Annual Yield % from dividends | 1.17 | 0.00 | - |
| Returns for 1 year | 9.84 | -0.93 | -1,058% |
| Returns for 3 years | 48.08 | 4.35 | 1,104% |
| Returns for 5 years | 64.21 | 4.58 | 1,401% |
| Returns for 10 years | 128.32 | -16.02 | -801% |
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