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VSCPX vs WMCVX
VSCPX vs WMCVX Comparison
Open Charts VSCPX vs WMCVX
Vanguard Small Cap Index InstlPlus
Price$344.39
Change-$3.99 (-1.15%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Value
Price$12.31
Change-$0.09 (-0.73%)
VolumeN/A
CapitalizationN/A
VSCPX vs WMCVX Comparison Chart
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VSCPX 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 VSCPX is a StrongBuy and WMCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. WMCVX (1.76B). VSCPX pays higher dividends than WMCVX: VSCPX (1.44) vs WMCVX (0.00). VSCPX was incepted earlier than WMCVX: VSCPX (14 years) vs WMCVX (27 years). WMCVX is a more actively managed with annual turnover of: 61.00 vs. VSCPX (12.00). WMCVX has a lower initial minimum investment than VSCPX: WMCVX (2000) vs VSCPX (100000000). WMCVX (33.33) and VSCPX (32.14) have marching annual gain over last year. VSCPX (59.16) and WMCVX (58.22) have equivalent 5 years return.
| VSCPX | WMCVX | VSCPX / WMCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 18.408 | 21.094 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 2000 | 5,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.76B | 8,560% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 32.14 | 33.33 | 96% |
| Returns for 3 years | 7.15 | 4.77 | 150% |
| Returns for 5 years | 59.16 | 58.22 | 102% |
| Returns for 10 years | 128.71 | 107.30 | 120% |
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