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VSGIX vs WAMVX
VSGIX vs WAMVX Comparison
Open Charts VSGIX vs WAMVX
Vanguard Small Cap Growth Index I
Price$82.94
Change-$0.18 (-0.22%)
VolumeN/A
Net Assets38.1B
Wasatch Micro Cap Value
Price$4.29
Change-$0.02 (-0.46%)
VolumeN/A
Net Assets356.16M
VSGIX vs WAMVX Comparison Chart
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VSGIX vs. WAMVX commentary
Jan 24, 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: 38.1B vs. WAMVX (356M). 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 : 30.00 vs. VSGIX (23.86). VSGIX return over 5 years is better than : 46.47 vs. WAMVX (28.06).
| 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 | 5.214 | 2.632 | 198% |
| 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 | 356M | 10,702% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 23.86 | 30.00 | 80% |
| Returns for 3 years | 24.02 | 15.95 | 151% |
| Returns for 5 years | 46.47 | 28.06 | 166% |
| Returns for 10 years | 139.27 | 58.05 | 240% |
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