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VSCIX vs WWSMX
VSCIX vs WWSMX Comparison
Open Charts VSCIX vs WWSMX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Westwood Quality SMidCap Fund Ultra
Price$14.33
Change-$0.96 (-6.28%)
VolumeN/A
Net Assets92.42M
VSCIX vs WWSMX Comparison Chart
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VSCIX vs. WWSMX commentary
Apr 04, 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 WWSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. WWSMX (92.4M). WWSMX pays higher dividends than VSCIX: WWSMX (1.63) vs VSCIX (1.53). VSCIX was incepted earlier than WWSMX: VSCIX (28 years) vs WWSMX (5 years). WWSMX (0.83) is less costly to investors than VSCIX (0.04). WWSMX is a more actively managed with annual turnover of: 73.00 vs. VSCIX (12.00). WWSMX has a lower initial minimum investment than VSCIX: WWSMX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 1.20 vs. WWSMX (0.55).
| VSCIX | WWSMX | VSCIX / WWSMX | |
| Total Expense Ratio | 0.04 | 0.68 | 6% |
| Annual Report Gross Expense Ratio | 0.04 | 0.83 | 5% |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | -5.824 | -3.289 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 92.4M | 165,584% |
| Annual Yield % from dividends | 1.53 | 1.63 | 94% |
| Returns for 1 year | 1.20 | 0.55 | 216% |
| Returns for 3 years | 6.53 | 13.73 | 48% |
| Returns for 5 years | 115.95 | N/A | - |
| Returns for 10 years | 91.16 | N/A | - |
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