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VSCIX vs WSCVX
VSCIX vs WSCVX Comparison
Open Charts VSCIX vs WSCVX
Vanguard Small Cap Index I
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
North Star Small Cap Value Investor
Price$13.95
Change+$0.14 (+1.01%)
VolumeN/A
Net Assets28.72M
VSCIX vs WSCVX Comparison Chart
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VSCIX vs. WSCVX commentary
Jun 07, 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 StrongBuy and WSCVX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. WSCVX (28.7M). VSCIX pays higher dividends than WSCVX: VSCIX (1.49) vs WSCVX (0.00). VSCIX was incepted earlier than WSCVX: VSCIX (28 years) vs WSCVX (17 years). WSCVX (1.82) is less costly to investors than VSCIX (0.04). WSCVX is a more actively managed with annual turnover of: 29.00 vs. VSCIX (13.00). 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 : 5.16 vs. WSCVX (-11.47). VSCIX return over 5 years is better than : 52.41 vs. WSCVX (-15.60).
| VSCIX | WSCVX | VSCIX / WSCVX | |
| Total Expense Ratio | 0.04 | 1.22 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.82 | 2% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | -4.051 | -4.164 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 28.7M | 515,679% |
| Annual Yield % from dividends | 1.49 | 0.00 | - |
| Returns for 1 year | 5.16 | -11.47 | -45% |
| Returns for 3 years | 16.72 | -20.73 | -81% |
| Returns for 5 years | 52.41 | -15.60 | -336% |
| Returns for 10 years | 96.66 | -35.83 | -270% |
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