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VSGIX vs WGMCX
VSGIX vs WGMCX Comparison
Open Charts VSGIX vs WGMCX
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
Wasatch Ultra Growth Institutional
Price$34.11
Change-$1.06 (-3.01%)
VolumeN/A
Net Assets882.14M
VSGIX vs WGMCX Comparison Chart
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VSGIX vs. WGMCX 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 WGMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. WGMCX (882M). VSGIX pays higher dividends than WGMCX: VSGIX (0.67) vs WGMCX (0.00). VSGIX was incepted earlier than WGMCX: VSGIX (25 years) vs WGMCX (5 years). WGMCX is a more actively managed with annual turnover of: 25.00 vs. VSGIX (19.00). WGMCX has a lower initial minimum investment than VSGIX: WGMCX (100000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.96 vs. WGMCX (3.58). VSGIX return over 5 years is better than : 35.64 vs. WGMCX (10.50).
| VSGIX | WGMCX | VSGIX / WGMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | -0.330 | -1.245 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 882M | 4,490% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 12.96 | 3.58 | 362% |
| Returns for 3 years | 19.39 | -4.40 | -440% |
| Returns for 5 years | 35.64 | 10.50 | 339% |
| Returns for 10 years | 116.38 | N/A | - |
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