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VSGIX vs WAAEX
VSGIX vs WAAEX Comparison
Open Charts VSGIX vs WAAEX
Vanguard Small Cap Growth Index I
Price$72.07
Change+$1.72 (+2.44%)
VolumeN/A
Net Assets33.7B
Wasatch Small Cap Growth Investor
Price$37.19
Change+$0.78 (+2.14%)
VolumeN/A
Net Assets1.78B
VSGIX vs WAAEX Comparison Chart
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VSGIX vs. WAAEX commentary
May 06, 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: 33.7B vs. WAAEX (1.78B). VSGIX pays higher dividends than WAAEX: VSGIX (0.61) vs WAAEX (0.00). VSGIX was incepted earlier than WAAEX: VSGIX (25 years) vs WAAEX (38 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 : 5.80 vs. VSGIX (4.54). VSGIX return over 5 years is better than : 52.27 vs. WAAEX (10.00).
| 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 | 38 years | - |
| Gain YTD | -8.538 | -11.029 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7B | 1.78B | 1,889% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | 4.54 | 5.80 | 78% |
| Returns for 3 years | 15.05 | 3.13 | 480% |
| Returns for 5 years | 52.27 | 10.00 | 523% |
| Returns for 10 years | 101.30 | -26.81 | -378% |
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