The average market capitalization across the group is 21.94B. The market cap for tickers in the group ranges from 23.58M to 43.86B. VSGAX holds the highest valuation in this group at 43.86B. The lowest valued company is WSMGX at 23.58M.

High and low price notable news

The average weekly price growth across all stocks in the group was -3%. For the same group, the average monthly price growth was -4%, and the average quarterly price growth was 15%. WSMGX experienced the highest price growth at -3%, while VSGAX experienced the biggest fall at -4%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

VSGAX vs. WSMGX commentary

Sep 06, 2026

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.

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FUNDAMENTALS

Fundamentals

VSGAX has more cash in the bank: 44.7B vs. WSMGX (23.7M). VSGAX pays higher dividends than WSMGX: VSGAX (0.43) vs WSMGX (0.00). VSGAX was incepted earlier than WSMGX: VSGAX (15 years) vs WSMGX (30 years). WSMGX (1.77) is less costly to investors than VSGAX (0.07). WSMGX is a more actively managed with annual turnover of: 121.00 vs. VSGAX (24.00). VSGAX has a lower initial minimum investment than WSMGX: VSGAX (3000) vs WSMGX (250000). WSMGX annual gain was more profitable for investors over the last year : 21.60 vs. VSGAX (19.03). VSGAX return over 5 years is better than : 18.52 vs. WSMGX (-35.52).

	VSGAX	WSMGX	VSGAX / WSMGX
Total Expense Ratio	0.07	1.10	6%
Annual Report Gross Expense Ratio	0.07	1.77	4%
Fund Existence	15 years	30 years	-
Gain YTD	15.872	15.892	100%
Front Load	N/A	N/A	-
Min. Initial Investment	3000	250000	1%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	44.7B	23.7M	188,608%
Annual Yield % from dividends	0.43	0.00	-
Returns for 1 year	19.03	21.60	88%
Returns for 3 years	54.18	34.89	155%
Returns for 5 years	18.52	-35.52	-52%
Returns for 10 years	168.09	-5.49	-3,064%

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