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VSGAX vs WAMVX
VSGAX vs WAMVX Comparison
Open Charts VSGAX vs WAMVX
Vanguard Small Cap Growth Index Admiral
Price$84.40
Change-$6.02 (-6.66%)
VolumeN/A
Net Assets36.81B
Wasatch Micro Cap Value
Price$3.62
Change-$0.20 (-5.24%)
VolumeN/A
Net Assets310.21M
VSGAX vs WAMVX Comparison Chart
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VSGAX vs. WAMVX 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 VSGAX is a Hold and WAMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. WAMVX (310M). VSGAX pays higher dividends than WAMVX: VSGAX (0.60) vs WAMVX (0.00). VSGAX was incepted earlier than WAMVX: VSGAX (14 years) vs WAMVX (22 years). WAMVX (1.71) is less costly to investors than VSGAX (0.07). WAMVX is a more actively managed with annual turnover of: 59.00 vs. VSGAX (19.00). WAMVX has a lower initial minimum investment than VSGAX: WAMVX (2000) vs VSGAX (3000). WAMVX annual gain was more profitable for investors over the last year : 7.30 vs. VSGAX (1.06). VSGAX return over 5 years is better than : 85.30 vs. WAMVX (76.85).
| VSGAX | WAMVX | VSGAX / WAMVX | |
| Total Expense Ratio | 0.07 | 1.71 | 4% |
| Annual Report Gross Expense Ratio | 0.07 | 1.71 | 4% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | -8.101 | -8.612 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.8B | 310M | 11,871% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | 1.06 | 7.30 | 15% |
| Returns for 3 years | 2.22 | 5.82 | 38% |
| Returns for 5 years | 85.30 | 76.85 | 111% |
| Returns for 10 years | 96.07 | 29.80 | 322% |
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