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VSGIX vs WAAEX
VSGIX vs WAAEX Comparison
Open Charts VSGIX vs WAAEX
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
Wasatch Small Cap Growth Investor
Price$40.98
Change+$0.45 (+1.11%)
VolumeN/A
Net Assets1.95B
VSGIX vs WAAEX Comparison Chart in %
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VSGIX vs. WAAEX commentary
Jul 05, 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 Buy and WAAEX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. WAAEX (1.95B). VSGIX pays higher dividends than WAAEX: VSGIX (0.55) vs WAAEX (0.00). VSGIX was incepted earlier than WAAEX: VSGIX (25 years) vs WAAEX (39 years). WAAEX (1.15) is less costly to investors than VSGIX (0.06). WAAEX is a more actively managed with annual turnover of: 27.00 vs. VSGIX (21.00). WAAEX has a lower initial minimum investment than VSGIX: WAAEX (2000) vs VSGIX (5000000). WAAEX annual gain was more profitable for investors over the last year : 13.74 vs. VSGIX (12.95). VSGIX return over 5 years is better than : 40.73 vs. WAAEX (-3.39).
| VSGIX | WAAEX | VSGIX / WAAEX | |
| Total Expense Ratio | 0.06 | 1.15 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.15 | 5% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 0.607 | -1.962 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35B | 1.95B | 1,792% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 12.95 | 13.74 | 94% |
| Returns for 3 years | 41.88 | 32.02 | 131% |
| Returns for 5 years | 40.73 | -3.39 | -1,200% |
| Returns for 10 years | 116.42 | -21.48 | -542% |
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