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VSCIX vs WMCVX
VSCIX vs WMCVX Comparison
Open Charts VSCIX vs WMCVX
Vanguard Small Cap Index I
Price$119.32
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Value
Price$12.31
Change-$0.09 (-0.73%)
VolumeN/A
CapitalizationN/A
VSCIX vs WMCVX Comparison Chart
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VSCIX vs. WMCVX 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 WMCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. WMCVX (1.76B). VSCIX pays higher dividends than WMCVX: VSCIX (1.43) vs WMCVX (0.00). VSCIX was incepted earlier than WMCVX: VSCIX (27 years) vs WMCVX (27 years). WMCVX is a more actively managed with annual turnover of: 61.00 vs. VSCIX (12.00). WMCVX has a lower initial minimum investment than VSCIX: WMCVX (2000) vs VSCIX (5000000). WMCVX (33.33) and VSCIX (32.13) have marching annual gain over last year. VSCIX (59.15) and WMCVX (58.22) have equivalent 5 years return.
| VSCIX | WMCVX | VSCIX / WMCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | 18.404 | 21.094 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| 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 | 32.13 | 33.33 | 96% |
| Returns for 3 years | 7.14 | 4.77 | 150% |
| Returns for 5 years | 59.15 | 58.22 | 102% |
| Returns for 10 years | 128.63 | 107.30 | 120% |