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VSIAX vs WSMVX
VSIAX vs WSMVX Comparison
Open Charts VSIAX vs WSMVX
Vanguard Small Cap Value Index Admiral
Price$88.65
Change-$0.62 (-0.69%)
VolumeN/A
Net Assets58.32B
Wilshire Small Company Value Instl
Price$26.97
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets26.03M
VSIAX vs WSMVX Comparison Chart
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VSIAX vs. WSMVX commentary
Jan 23, 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 Buy and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. WSMVX (26M). VSIAX pays higher dividends than WSMVX: VSIAX (2.01) vs WSMVX (0.35). VSIAX was incepted earlier than WSMVX: VSIAX (13 years) vs WSMVX (29 years). WSMVX is a more actively managed with annual turnover of: 65.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than WSMVX: VSIAX (3000) vs WSMVX (250000). VSIAX annual gain was more profitable for investors over the last year : 17.39 vs. WSMVX (6.73). VSIAX return over 5 years is better than : 54.49 vs. WSMVX (27.39).
| VSIAX | WSMVX | VSIAX / WSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 4.086 | 3.294 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 26M | 224,231% |
| Annual Yield % from dividends | 2.01 | 0.35 | 579% |
| Returns for 1 year | 17.39 | 6.73 | 259% |
| Returns for 3 years | 24.22 | 0.65 | 3,726% |
| Returns for 5 years | 54.49 | 27.39 | 199% |
| Returns for 10 years | 107.49 | 25.50 | 422% |
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