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VSIAX vs WFICX
VSIAX vs WFICX Comparison
Open Charts VSIAX vs WFICX
Vanguard Small Cap Value Index Admiral
Price$90.73
Change-$1.14 (-1.24%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Institutional
Price$17.11
Change-$0.11 (-0.64%)
VolumeN/A
CapitalizationN/A
VSIAX vs WFICX Comparison Chart
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VSIAX vs. WFICX commentary
Nov 13, 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: 57.6B vs. WFICX (36.5M). 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 : 36.20 vs. WFICX (21.33). VSIAX return over 5 years is better than : 61.31 vs. WFICX (-9.83).
| 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 | 17.823 | 17.433 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 36.5M | 157,808% |
| Annual Yield % from dividends | 2.01 | 0.29 | 698% |
| Returns for 1 year | 36.20 | 21.33 | 170% |
| Returns for 3 years | 15.68 | -36.95 | -42% |
| Returns for 5 years | 61.31 | -9.83 | -623% |
| Returns for 10 years | 113.42 | N/A | - |
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