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VSGIX vs WAMVX
VSGIX vs WAMVX Comparison
Open Charts VSGIX vs WAMVX
Vanguard Small Cap Growth Index I
Price$83.08
Change+$0.77 (+0.94%)
VolumeN/A
Net Assets37.46B
Wasatch Micro Cap Value
Price$4.49
Change-$0.01 (-0.22%)
VolumeN/A
Net Assets347.58M
VSGIX vs WAMVX Comparison Chart in %
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VSGIX vs. WAMVX commentary
Aug 30, 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: 37.5B vs. WAMVX (348M). VSGIX pays higher dividends than WAMVX: VSGIX (0.54) 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 annual gain was more profitable for investors over the last year : 16.28 vs. VSGIX (13.41). VSGIX return over 5 years is better than : 34.65 vs. WAMVX (20.97).
| 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 | 4.478 | 7.656 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.5B | 348M | 10,776% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 13.41 | 16.28 | 82% |
| Returns for 3 years | 34.67 | 42.41 | 82% |
| Returns for 5 years | 34.65 | 20.97 | 165% |
| Returns for 10 years | 139.25 | 53.43 | 261% |
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