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VSCIX vs WICVX
VSCIX vs WICVX Comparison
Open Charts VSCIX vs WICVX
Vanguard Small Cap Index I
Price$119.32
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Value Institutional
Price$12.46
Change-$0.09 (-0.72%)
VolumeN/A
CapitalizationN/A
VSCIX vs WICVX Comparison Chart
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VSCIX vs. WICVX commentary
Nov 15, 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 VSCIX is a StrongBuy and WICVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. WICVX (1.76B). VSCIX pays higher dividends than WICVX: VSCIX (1.43) vs WICVX (0.00). VSCIX was incepted earlier than WICVX: VSCIX (27 years) vs WICVX (13 years). WICVX is a more actively managed with annual turnover of: 61.00 vs. VSCIX (12.00). WICVX has a lower initial minimum investment than VSCIX: WICVX (100000) vs VSCIX (5000000). WICVX annual gain was more profitable for investors over the last year : 32.13 vs. VSCIX (30.07). WICVX (58.17) and VSCIX (57.33) have equivalent 5 years return.
| VSCIX | WICVX | VSCIX / WICVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 17.051 | 20.270 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.76B | 8,560% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 30.07 | 32.13 | 94% |
| Returns for 3 years | 6.05 | 4.23 | 143% |
| Returns for 5 years | 57.33 | 58.17 | 99% |
| Returns for 10 years | 126.99 | 111.25 | 114% |
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