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VSGAX vs WSMGX
VSGAX vs WSMGX Comparison
Open Charts VSGAX vs WSMGX
Vanguard Small Cap Growth Index Admiral
Price$103.50
Change-$1.06 (-1.01%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Growth Instl
Price$21.36
Change-$0.19 (-0.88%)
VolumeN/A
CapitalizationN/A
VSGAX vs WSMGX Comparison Chart
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VSGAX vs. WSMGX commentary
Dec 18, 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 WSMGX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. WSMGX (26.1M). VSGAX pays higher dividends than WSMGX: VSGAX (0.66) vs WSMGX (0.00). VSGAX was incepted earlier than WSMGX: VSGAX (13 years) vs WSMGX (28 years). WSMGX is a more actively managed with annual turnover of: 81.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than WSMGX: VSGAX (3000) vs WSMGX (250000). VSGAX annual gain was more profitable for investors over the last year : 24.05 vs. WSMGX (11.08). VSGAX return over 5 years is better than : 49.70 vs. WSMGX (-27.57).
| VSGAX | WSMGX | VSGAX / WSMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 22.062 | 8.980 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7B | 26.1M | 155,939% |
| Annual Yield % from dividends | 0.66 | 0.00 | - |
| Returns for 1 year | 24.05 | 11.08 | 217% |
| Returns for 3 years | 8.33 | -23.90 | -35% |
| Returns for 5 years | 49.70 | -27.57 | -180% |
| Returns for 10 years | 140.15 | -12.99 | -1,079% |
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