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VSGIX vs WSMGX
VSGIX vs WSMGX Comparison
Open Charts VSGIX vs WSMGX
Vanguard Small Cap Growth Index I
Price$76.82
Change-$0.27 (-0.35%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Growth Instl
Price$20.72
Change-$0.04 (-0.19%)
VolumeN/A
CapitalizationN/A
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VSGIX vs WSMGX Comparison Chart
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VSGIX vs. WSMGX commentary
Oct 18, 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 WSMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36B vs. WSMGX (25.4M). VSGIX pays higher dividends than WSMGX: VSGIX (0.67) vs WSMGX (0.00). VSGIX was incepted earlier than WSMGX: VSGIX (24 years) vs WSMGX (28 years). WSMGX is a more actively managed with annual turnover of: 81.00 vs. VSGIX (19.00). WSMGX has a lower initial minimum investment than VSGIX: WSMGX (250000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 30.69 vs. WSMGX (22.39). VSGIX return over 5 years is better than : 50.13 vs. WSMGX (-26.24).
| VSGIX | WSMGX | VSGIX / WSMGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 13.124 | 5.714 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 25.4M | 141,732% |
| Annual Yield % from dividends | 0.67 | 0.00 | - |
| Returns for 1 year | 30.69 | 22.39 | 137% |
| Returns for 3 years | -5.02 | -46.21 | 11% |
| Returns for 5 years | 50.13 | -26.24 | -191% |
| Returns for 10 years | 140.46 | -15.94 | -881% |
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