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VSGIX vs WGMVX
VSGIX vs WGMVX Comparison
Open Charts VSGIX vs WGMVX
Vanguard Small Cap Growth Index I
Price$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
Wasatch Micro Cap Value Institutional
Price$4.53
Change+$0.09 (+2.03%)
VolumeN/A
Net Assets349.99M
VSGIX vs WGMVX Comparison Chart in %
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VSGIX vs. WGMVX commentary
Sep 06, 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 WGMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. WGMVX (350M). VSGIX pays higher dividends than WGMVX: VSGIX (0.52) vs WGMVX (0.00). VSGIX was incepted earlier than WGMVX: VSGIX (25 years) vs WGMVX (6 years). WGMVX (1.63) is less costly to investors than VSGIX (0.06). WGMVX is a more actively managed with annual turnover of: 54.00 vs. VSGIX (21.00). WGMVX has a lower initial minimum investment than VSGIX: WGMVX (100000) vs VSGIX (5000000). WGMVX annual gain was more profitable for investors over the last year : 19.21 vs. VSGIX (16.97). VSGIX return over 5 years is better than : 40.72 vs. WGMVX (26.54).
| VSGIX | WGMVX | VSGIX / WGMVX | |
| Total Expense Ratio | 0.06 | 1.60 | 4% |
| Annual Report Gross Expense Ratio | 0.06 | 1.63 | 4% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 5.100 | 7.601 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 350M | 11,029% |
| Annual Yield % from dividends | 0.52 | 0.00 | - |
| Returns for 1 year | 16.97 | 19.21 | 88% |
| Returns for 3 years | 41.11 | 49.50 | 83% |
| Returns for 5 years | 40.72 | 26.54 | 153% |
| Returns for 10 years | 139.39 | N/A | - |
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