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VSIAX vs WSMVX
VSIAX vs WSMVX Comparison
Open Charts VSIAX vs WSMVX
Vanguard Small Cap Value Index Admiral
Price$73.67
Change+$0.95 (+1.31%)
VolumeN/A
Net Assets53.62B
Wilshire Small Company Value Instl
Price$21.87
Change+$0.24 (+1.11%)
VolumeN/A
Net Assets19.8M
VSIAX vs WSMVX Comparison Chart
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VSIAX vs. WSMVX commentary
Apr 12, 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: 53.6B vs. WSMVX (19.8M). VSIAX pays higher dividends than WSMVX: VSIAX (2.27) vs WSMVX (1.64). VSIAX was incepted earlier than WSMVX: VSIAX (14 years) vs WSMVX (29 years). WSMVX (1.72) is less costly to investors than VSIAX (0.07). 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 : -7.70 vs. WSMVX (-16.10). VSIAX return over 5 years is better than : 76.44 vs. WSMVX (46.06).
| VSIAX | WSMVX | VSIAX / WSMVX | |
| Total Expense Ratio | 0.07 | 1.10 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.72 | 4% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | -14.477 | -17.158 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6B | 19.8M | 270,707% |
| Annual Yield % from dividends | 2.27 | 1.64 | 138% |
| Returns for 1 year | -7.70 | -16.10 | 48% |
| Returns for 3 years | 0.27 | -18.11 | -1% |
| Returns for 5 years | 76.44 | 46.06 | 166% |
| Returns for 10 years | 61.05 | -5.03 | -1,214% |
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