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VSGIX vs WSGRX
VSGIX vs WSGRX Comparison
Open Charts VSGIX vs WSGRX
Vanguard Small Cap Growth Index I
Price$74.95
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Small Cap Growth R
Price$12.46
Change-$0.04 (-0.32%)
VolumeN/A
CapitalizationN/A
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VSGIX vs WSGRX Comparison Chart
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VSGIX vs. WSGRX commentary
Sep 21, 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 StrongBuy and WSGRX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.3B vs. WSGRX (1.34B). VSGIX pays higher dividends than WSGRX: VSGIX (0.67) vs WSGRX (0.00). VSGIX was incepted earlier than WSGRX: VSGIX (24 years) vs WSGRX (19 years). WSGRX is a more actively managed with annual turnover of: 51.00 vs. VSGIX (19.00). WSGRX has a lower initial minimum investment than VSGIX: WSGRX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 25.15 vs. WSGRX (16.56). VSGIX return over 5 years is better than : 43.36 vs. WSGRX (-25.50).
| VSGIX | WSGRX | VSGIX / WSGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 10.308 | 14.417 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3B | 1.34B | 2,630% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 25.15 | 16.56 | 152% |
| Returns for 3 years | -6.70 | -43.75 | 15% |
| Returns for 5 years | 43.36 | -25.50 | -170% |
| Returns for 10 years | 126.99 | -27.10 | -469% |
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