Ad is loading...
VSGIX vs WAAEX
VSGIX vs WAAEX Comparison
Open Charts VSGIX vs WAAEX
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
Wasatch Small Cap Growth Investor
Price$43.38
Change+$0.11 (+0.25%)
VolumeN/A
Net Assets2.22B
VSGIX vs WAAEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSGIX vs. WAAEX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. WAAEX (2.22B). 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 (25.00) and WAAEX (24.30) have marching annual gain over last year. VSGIX return over 5 years is better than : 41.97 vs. WAAEX (6.27).
| 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 | 3.577 | 3.780 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.1B | 2.22B | 1,713% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 25.00 | 24.30 | 103% |
| Returns for 3 years | 16.70 | 2.12 | 788% |
| Returns for 5 years | 41.97 | 6.27 | 669% |
| Returns for 10 years | 139.86 | -11.02 | -1,270% |