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VSIAX vs WSCVX
VSIAX vs WSCVX Comparison
Open Charts VSIAX vs WSCVX
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Investor
Price$14.58
Change-$0.58 (-3.83%)
VolumeN/A
CapitalizationN/A
VSIAX vs WSCVX Comparison Chart
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VSIAX vs. WSCVX commentary
Dec 19, 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 Hold and WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. WSCVX (35.3M). 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 : 10.31 vs. WSCVX (0.55). VSIAX return over 5 years is better than : 46.43 vs. WSCVX (-25.63).
| 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 | 10.681 | -0.410 | -2,606% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 35.3M | 178,470% |
| Annual Yield % from dividends | 2.01 | 0.16 | 1,238% |
| Returns for 1 year | 10.31 | 0.55 | 1,869% |
| Returns for 3 years | 16.10 | -42.62 | -38% |
| Returns for 5 years | 46.43 | -25.63 | -181% |
| Returns for 10 years | 97.87 | -40.35 | -243% |
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