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VSGIX vs WAMVX
VSGIX vs WAMVX Comparison
Open Charts VSGIX vs WAMVX
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
Wasatch Micro Cap Value
Price$4.05
Change-$0.11 (-2.64%)
VolumeN/A
Net Assets332.77M
VSGIX vs WAMVX Comparison Chart
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VSGIX vs. WAMVX 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 WAMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. WAMVX (333M). VSGIX pays higher dividends than WAMVX: VSGIX (0.67) vs WAMVX (0.00). VSGIX was incepted earlier than WAMVX: VSGIX (25 years) vs WAMVX (22 years). WAMVX is a more actively managed with annual turnover of: 59.00 vs. VSGIX (19.00). WAMVX has a lower initial minimum investment than VSGIX: WAMVX (2000) vs VSGIX (5000000). WAMVX annual gain was more profitable for investors over the last year : 18.08 vs. VSGIX (12.96). VSGIX return over 5 years is better than : 35.64 vs. WAMVX (19.82).
| VSGIX | WAMVX | VSGIX / WAMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | -0.330 | -3.110 | 11% |
| 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 | 333M | 11,892% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 12.96 | 18.08 | 72% |
| Returns for 3 years | 19.39 | 11.57 | 168% |
| Returns for 5 years | 35.64 | 19.82 | 180% |
| Returns for 10 years | 116.38 | 42.43 | 274% |
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