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VSGAX vs WSGRX
VSGAX vs WSGRX Comparison
Open Charts VSGAX vs WSGRX
Vanguard Small Cap Growth Index Admiral
Price$98.93
Change-$4.57 (-4.42%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth R
Price$11.68
Change-$0.49 (-4.03%)
VolumeN/A
CapitalizationN/A
VSGAX vs WSGRX Comparison Chart
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VSGAX vs. WSGRX commentary
Dec 19, 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 Hold and WSGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. WSGRX (1.31B). VSGAX pays higher dividends than WSGRX: VSGAX (0.66) vs WSGRX (0.00). VSGAX was incepted earlier than WSGRX: VSGAX (13 years) vs WSGRX (19 years). WSGRX is a more actively managed with annual turnover of: 51.00 vs. VSGAX (19.00). WSGRX has a lower initial minimum investment than VSGAX: WSGRX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 24.05 vs. WSGRX (13.31). VSGAX return over 5 years is better than : 49.70 vs. WSGRX (-25.68).
| VSGAX | WSGRX | VSGAX / WSGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 22.062 | 11.754 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7B | 1.31B | 3,100% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | 24.05 | 13.31 | 181% |
| Returns for 3 years | 8.33 | -14.78 | -56% |
| Returns for 5 years | 49.70 | -25.68 | -194% |
| Returns for 10 years | 140.15 | -29.37 | -477% |
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