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VSGIX vs WIAEX
VSGIX vs WIAEX Comparison
Open Charts VSGIX vs WIAEX
Vanguard Small Cap Growth Index I
Price$73.86
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets32.98B
Wasatch Small Cap Growth Institutional
Price$39.46
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets1.87B
VSGIX vs WIAEX Comparison Chart
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VSGIX vs. WIAEX commentary
May 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 Buy and WIAEX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. WIAEX (1.87B). VSGIX pays higher dividends than WIAEX: VSGIX (0.61) vs WIAEX (0.00). VSGIX was incepted earlier than WIAEX: VSGIX (25 years) vs WIAEX (9 years). WIAEX (1.07) is less costly to investors than VSGIX (0.06). WIAEX is a more actively managed with annual turnover of: 27.00 vs. VSGIX (21.00). WIAEX has a lower initial minimum investment than VSGIX: WIAEX (100000) vs VSGIX (5000000). WIAEX annual gain was more profitable for investors over the last year : 7.02 vs. VSGIX (3.51). VSGIX return over 5 years is better than : 40.35 vs. WIAEX (1.05).
| VSGIX | WIAEX | VSGIX / WIAEX | |
| Total Expense Ratio | 0.06 | 1.05 | 6% |
| Annual Report Gross Expense Ratio | 0.06 | 1.07 | 6% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -6.228 | -7.414 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 1.87B | 1,765% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | 3.51 | 7.02 | 50% |
| Returns for 3 years | 27.32 | 20.38 | 134% |
| Returns for 5 years | 40.35 | 1.05 | 3,843% |
| Returns for 10 years | 98.97 | N/A | - |
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