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VSGIX vs WAMVX
VSGIX vs WAMVX Comparison
Open Charts VSGIX vs WAMVX
Vanguard Small Cap Growth Index I
Price$85.60
Change-$0.45 (-0.52%)
VolumeN/A
Net Assets39.1B
Wasatch Micro Cap Value
Price$4.50
Change-$0.05 (-1.10%)
VolumeN/A
Net Assets351.52M
VSGIX vs WAMVX Comparison Chart in %
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VSGIX vs. WAMVX commentary
Oct 10, 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 WAMVX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.1B vs. WAMVX (352M). VSGIX pays higher dividends than WAMVX: VSGIX (0.56) vs WAMVX (0.00). VSGIX was incepted earlier than WAMVX: VSGIX (25 years) vs WAMVX (22 years). WAMVX (1.71) is less costly to investors than VSGIX (0.06). WAMVX is a more actively managed with annual turnover of: 54.00 vs. VSGIX (21.00). WAMVX has a lower initial minimum investment than VSGIX: WAMVX (2000) vs VSGIX (5000000). WAMVX (14.21) and VSGIX (14.09) have marching annual gain over last year. VSGIX return over 5 years is better than : 33.36 vs. WAMVX (16.28).
| VSGIX | WAMVX | VSGIX / WAMVX | |
| Total Expense Ratio | 0.06 | 1.71 | 4% |
| Annual Report Gross Expense Ratio | 0.06 | 1.71 | 4% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 9.266 | 7.656 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.1B | 352M | 11,108% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 14.09 | 14.21 | 99% |
| Returns for 3 years | 56.30 | 58.45 | 96% |
| Returns for 5 years | 33.36 | 16.28 | 205% |
| Returns for 10 years | 151.86 | 51.88 | 293% |
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| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MDFGX | 39.27 | N/A | N/A |
| BlackRock Capital Appreciation Inv A | |||
| GSVCX | 15.58 | N/A | N/A |
| Goldman Sachs Large Cap Value C | |||
| VMFVX | 407.06 | N/A | N/A |
| Vanguard S&P Mid-Cap 400 Value Idx I | |||
| FTHMX | 27.92 | N/A | N/A |
| FullerThaler Behav Md-Cp Eq Inst | |||
| RMFEX | 62.27 | -0.33 | -0.53% |
| American Funds American Mutual R4 | |||