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VSGIX vs WAAEX
VSGIX vs WAAEX Comparison
Open Charts VSGIX vs WAAEX
Vanguard Small Cap Growth Index I
Price$78.95
Change-$1.26 (-1.57%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Growth Investor
Price$41.73
Change-$0.74 (-1.74%)
VolumeN/A
CapitalizationN/A
VSGIX vs WAAEX Comparison Chart
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VSGIX vs. WAAEX commentary
Nov 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 VSGIX is a Hold and WAAEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. WAAEX (2.21B). 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). WAAEX (32.86) and VSGIX (32.38) have marching annual gain over last year. VSGIX return over 5 years is better than : 47.68 vs. WAAEX (0.34).
| 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 | 16.261 | 15.308 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 2.21B | 1,622% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 32.38 | 32.86 | 99% |
| Returns for 3 years | -6.64 | -38.38 | 17% |
| Returns for 5 years | 47.68 | 0.34 | 14,163% |
| Returns for 10 years | 131.66 | -20.54 | -641% |