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VSGAX vs WAMVX
VSGAX vs WAMVX Comparison
Open Charts VSGAX vs WAMVX
Vanguard Small Cap Growth Index Admiral
Price$94.47
Change+$0.65 (+0.69%)
VolumeN/A
Net Assets32.98B
Wasatch Micro Cap Value
Price$4.09
Change+$0.03 (+0.74%)
VolumeN/A
Net Assets327.93M
VSGAX vs WAMVX Comparison Chart
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VSGAX vs. WAMVX commentary
May 14, 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 Buy and WAMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33B vs. WAMVX (328M). 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 (21.00). 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 : 16.19 vs. VSGAX (6.39). VSGAX (53.46) and WAMVX (50.92) have equivalent 5 years return.
| 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 | -4.645 | -2.153 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 328M | 10,061% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | 6.39 | 16.19 | 39% |
| Returns for 3 years | 28.70 | 33.66 | 85% |
| Returns for 5 years | 53.46 | 50.92 | 105% |
| Returns for 10 years | 103.96 | 35.77 | 291% |
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