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VSGIX vs WTSGX
VSGIX vs WTSGX Comparison
Open Charts VSGIX vs WTSGX
Vanguard Small Cap Growth Index I
Price$72.37
Change-$0.15 (-0.21%)
VolumeN/A
Net Assets32.98B
Segall Bryant & Hamill Small Cap Gr Ret
Price$19.03
Change-$0.11 (-0.57%)
VolumeN/A
Net Assets233.97M
VSGIX vs WTSGX Comparison Chart
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VSGIX vs. WTSGX commentary
May 12, 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 WTSGX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. WTSGX (234M). VSGIX pays higher dividends than WTSGX: VSGIX (0.61) vs WTSGX (0.00). VSGIX was incepted earlier than WTSGX: VSGIX (25 years) vs WTSGX (11 years). WTSGX (1.04) is less costly to investors than VSGIX (0.06). WTSGX is a more actively managed with annual turnover of: 46.00 vs. VSGIX (21.00). WTSGX has a lower initial minimum investment than VSGIX: WTSGX (2500) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 2.11 vs. WTSGX (1.66). WTSGX return over 5 years is better than : 49.49 vs. VSGIX (41.73).
| VSGIX | WTSGX | VSGIX / WTSGX | |
| Total Expense Ratio | 0.06 | 1.04 | 6% |
| Annual Report Gross Expense Ratio | 0.06 | 1.04 | 6% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | -8.157 | -9.896 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33B | 234M | 14,103% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | 2.11 | 1.66 | 127% |
| Returns for 3 years | 28.11 | 21.99 | 128% |
| Returns for 5 years | 41.73 | 49.49 | 84% |
| Returns for 10 years | 98.57 | 77.85 | 127% |