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VSIAX vs WFICX
VSIAX vs WFICX Comparison
Open Charts VSIAX vs WFICX
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Institutional
Price$16.18
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
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VSIAX vs WFICX Comparison Chart
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VSIAX vs. WFICX 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 VSIAX is a Buy and WFICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. WFICX (35.6M). VSIAX pays higher dividends than WFICX: VSIAX (2.01) vs WFICX (0.29). VSIAX was incepted earlier than WFICX: VSIAX (13 years) vs WFICX (6 years). VSIAX is a more actively managed with annual turnover of: 16.00 vs. WFICX (6.00). VSIAX has a lower initial minimum investment than WFICX: VSIAX (3000) vs WFICX (100000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. WFICX (12.35). VSIAX return over 5 years is better than : 57.13 vs. WFICX (-11.19).
| VSIAX | WFICX | VSIAX / WFICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 11.368 | 11.050 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3B | 35.6M | 160,955% |
| Annual Yield % from dividends | 2.01 | 0.29 | 698% |
| Returns for 1 year | 25.86 | 12.35 | 209% |
| Returns for 3 years | 21.48 | -31.52 | -68% |
| Returns for 5 years | 57.13 | -11.19 | -510% |
| Returns for 10 years | 109.18 | N/A | - |