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VSGIX vs WAMVX
VSGIX vs WAMVX Comparison
Open Charts VSGIX vs WAMVX
Vanguard Small Cap Growth Index I
Price$75.66
Change+$0.52 (+0.69%)
VolumeN/A
Net Assets32.98B
Wasatch Micro Cap Value
Price$4.09
Change+$0.03 (+0.74%)
VolumeN/A
Net Assets327.93M
VSGIX vs WAMVX Comparison Chart
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VSGIX vs. WAMVX commentary
May 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. WAMVX (328M). VSGIX pays higher dividends than WAMVX: VSGIX (0.61) 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: 59.00 vs. VSGIX (21.00). 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 : 16.19 vs. VSGIX (6.40). VSGIX (53.48) and WAMVX (50.92) have equivalent 5 years return.
| 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 | -4.642 | -2.153 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 328M | 10,061% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | 6.40 | 16.19 | 40% |
| Returns for 3 years | 28.71 | 33.66 | 85% |
| Returns for 5 years | 53.48 | 50.92 | 105% |
| Returns for 10 years | 103.99 | 35.77 | 291% |
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