Ad is loading...
VSGAX vs WAMVX
VSGAX vs WAMVX Comparison
Open Charts VSGAX vs WAMVX
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
Wasatch Micro Cap Value
Price$4.05
Change-$0.11 (-2.64%)
VolumeN/A
Net Assets332.77M
VSGAX vs WAMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSGAX vs. WAMVX commentary
Feb 23, 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: 39.6B vs. WAMVX (333M). VSGAX pays higher dividends than WAMVX: VSGAX (0.66) vs WAMVX (0.00). VSGAX was incepted earlier than WAMVX: VSGAX (13 years) vs WAMVX (22 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 : 18.08 vs. VSGAX (12.95). VSGAX return over 5 years is better than : 35.62 vs. WAMVX (19.82).
| VSGAX | WAMVX | VSGAX / WAMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | -0.325 | -3.110 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 333M | 11,892% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | 12.95 | 18.08 | 72% |
| Returns for 3 years | 19.38 | 11.57 | 167% |
| Returns for 5 years | 35.62 | 19.82 | 180% |
| Returns for 10 years | 116.34 | 42.43 | 274% |
View a ticker or compare two or three
VS
VS
Ad is loading...