Ad is loading...
VSGIX vs WGMCX
VSGIX vs WGMCX Comparison
Open Charts VSGIX vs WGMCX
Vanguard Small Cap Growth Index I
Price$79.22
Change-$3.67 (-4.43%)
VolumeN/A
CapitalizationN/A
Wasatch Ultra Growth Institutional
Price$35.11
Change-$1.48 (-4.04%)
VolumeN/A
CapitalizationN/A
VSGIX vs WGMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSGIX vs. WGMCX commentary
Dec 19, 2024
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: 40.7B vs. WGMCX (991M). 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 : 24.05 vs. WGMCX (19.77).
| 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 | 22.063 | 14.810 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7B | 991M | 4,107% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 24.05 | 19.77 | 122% |
| Returns for 3 years | 8.34 | -12.34 | -68% |
| Returns for 5 years | 49.74 | N/A | - |
| Returns for 10 years | 140.25 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...