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VSIAX vs WFICX
VSIAX vs WFICX Comparison
Open Charts VSIAX vs WFICX
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
North Star Small Cap Value Institutional
Price$14.25
Change-$0.27 (-1.86%)
VolumeN/A
Net Assets32.26M
VSIAX vs WFICX Comparison Chart
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VSIAX vs. WFICX commentary
Feb 22, 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 VSIAX is a Hold and WFICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. WFICX (32.3M). 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 : 14.21 vs. WFICX (1.39). VSIAX return over 5 years is better than : 52.27 vs. WFICX (-22.08).
| 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 | 2.853 | 1.601 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 32.3M | 186,378% |
| Annual Yield % from dividends | 2.01 | 0.29 | 698% |
| Returns for 1 year | 14.21 | 1.39 | 1,023% |
| Returns for 3 years | 20.02 | -19.49 | -103% |
| Returns for 5 years | 52.27 | -22.08 | -237% |
| Returns for 10 years | 97.09 | N/A | - |
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