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VSGAX vs WAMVX
VSGAX vs WAMVX Comparison
Open Charts VSGAX vs WAMVX
Vanguard Small Cap Growth Index Admiral
Price$99.79
Change+$1.16 (+1.18%)
VolumeN/A
CapitalizationN/A
Wasatch Micro Cap Value
Price$4.19
Change+$0.03 (+0.72%)
VolumeN/A
CapitalizationN/A
VSGAX vs WAMVX Comparison Chart
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VSGAX vs. WAMVX commentary
Dec 23, 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 VSGAX is a Buy and WAMVX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. WAMVX (347M). VSGAX pays higher dividends than WAMVX: VSGAX (0.66) vs WAMVX (0.00). VSGAX was incepted earlier than WAMVX: VSGAX (13 years) vs WAMVX (21 years). 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 : 25.45 vs. VSGAX (18.15). VSGAX return over 5 years is better than : 43.53 vs. WAMVX (29.72).
| VSGAX | WAMVX | VSGAX / WAMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 17.686 | 24.702 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7B | 347M | 11,729% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | 18.15 | 25.45 | 71% |
| Returns for 3 years | 2.97 | 3.46 | 86% |
| Returns for 5 years | 43.53 | 29.72 | 146% |
| Returns for 10 years | 130.91 | 32.94 | 397% |