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VSCIX vs WMCVX
VSCIX vs WMCVX Comparison
Open Charts VSCIX vs WMCVX
Vanguard Small Cap Index I
Price$116.28
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Value
Price$9.93
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
VSCIX vs WMCVX Comparison Chart
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VSCIX vs. WMCVX commentary
Dec 22, 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 Buy and WMCVX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. WMCVX (1.6B). 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). VSCIX annual gain was more profitable for investors over the last year : 14.56 vs. WMCVX (-2.50). VSCIX return over 5 years is better than : 48.08 vs. WMCVX (22.86).
| 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 | 14.069 | -2.973 | -473% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.6B | 10,438% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 14.56 | -2.50 | -583% |
| Returns for 3 years | 10.65 | -1.82 | -584% |
| Returns for 5 years | 48.08 | 22.86 | 210% |
| Returns for 10 years | 115.99 | 67.77 | 171% |