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VSGIX vs WAAEX
VSGIX vs WAAEX Comparison
Open Charts VSGIX vs WAAEX
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
Wasatch Small Cap Growth Investor
Price$40.83
Change-$1.51 (-3.57%)
VolumeN/A
Net Assets2.05B
VSGIX vs WAAEX Comparison Chart
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VSGIX vs. WAAEX 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 VSGIX is a Hold and WAAEX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. WAAEX (2.05B). VSGIX pays higher dividends than WAAEX: VSGIX (0.67) vs WAAEX (0.00). VSGIX was incepted earlier than WAAEX: VSGIX (25 years) vs WAAEX (38 years). WAAEX is a more actively managed with annual turnover of: 27.00 vs. VSGIX (19.00). WAAEX has a lower initial minimum investment than VSGIX: WAAEX (2000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.96 vs. WAAEX (10.29). VSGIX return over 5 years is better than : 35.64 vs. WAAEX (-2.86).
| VSGIX | WAAEX | VSGIX / WAAEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 38 years | - |
| Gain YTD | -0.330 | -2.321 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 2.05B | 1,934% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 12.96 | 10.29 | 126% |
| Returns for 3 years | 19.39 | 4.29 | 452% |
| Returns for 5 years | 35.64 | -2.86 | -1,248% |
| Returns for 10 years | 116.38 | -21.24 | -548% |