Ad is loading...
VSCIX vs WSCVX
VSCIX vs WSCVX Comparison
Open Charts VSCIX vs WSCVX
Vanguard Small Cap Index I
Price$100.96
Change+$1.48 (+1.49%)
VolumeN/A
Net Assets143.36B
North Star Small Cap Value Investor
Price$12.77
Change+$0.08 (+0.63%)
VolumeN/A
Net Assets27.06M
VSCIX vs WSCVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSCIX vs. WSCVX commentary
Apr 24, 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 VSCIX is a Buy and WSCVX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. WSCVX (27.1M). VSCIX pays higher dividends than WSCVX: VSCIX (1.53) vs WSCVX (0.00). VSCIX was incepted earlier than WSCVX: VSCIX (28 years) vs WSCVX (17 years). WSCVX (1.88) is less costly to investors than VSCIX (0.04). WSCVX is a more actively managed with annual turnover of: 29.00 vs. VSCIX (12.00). WSCVX has a lower initial minimum investment than VSCIX: WSCVX (2500) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -3.85 vs. WSCVX (-17.11). VSCIX return over 5 years is better than : 69.27 vs. WSCVX (-4.72).
| VSCIX | WSCVX | VSCIX / WSCVX | |
| Total Expense Ratio | 0.04 | 1.21 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.88 | 2% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | -13.526 | -11.936 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 27.1M | 527,675% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | -3.85 | -17.11 | 22% |
| Returns for 3 years | 3.87 | -26.58 | -15% |
| Returns for 5 years | 69.27 | -4.72 | -1,467% |
| Returns for 10 years | 74.82 | -42.47 | -176% |