Ad is loading...
VSIAX vs WSCVX
VSIAX vs WSCVX Comparison
Open Charts VSIAX vs WSCVX
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Investor
Price$16.23
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
VSIAX vs WSCVX Comparison Chart
Loading...
VSIAX vs. WSCVX 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 WSCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. WSCVX (35.6M). VSIAX pays higher dividends than WSCVX: VSIAX (2.01) vs WSCVX (0.16). VSIAX was incepted earlier than WSCVX: VSIAX (13 years) vs WSCVX (17 years). VSIAX is a more actively managed with annual turnover of: 16.00 vs. WSCVX (6.00). WSCVX has a lower initial minimum investment than VSIAX: WSCVX (2500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 21.77 vs. WSCVX (8.97). VSIAX return over 5 years is better than : 55.85 vs. WSCVX (-13.19).
| VSIAX | WSCVX | VSIAX / WSCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 10.460 | 9.426 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3B | 35.6M | 160,955% |
| Annual Yield % from dividends | 2.01 | 0.16 | 1,238% |
| Returns for 1 year | 21.77 | 8.97 | 243% |
| Returns for 3 years | 17.82 | -34.03 | -52% |
| Returns for 5 years | 55.85 | -13.19 | -424% |
| Returns for 10 years | 102.73 | -33.90 | -303% |