Ad is loading...
Ad is loading...
VSIAX vs WSMVX
VSIAX vs WSMVX Comparison
Open Charts VSIAX vs WSMVX
Vanguard Small Cap Value Index Admiral
Price$91.93
Change+$1.23 (+1.36%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Instl
Price$30.69
Change+$0.54 (+1.79%)
VolumeN/A
CapitalizationN/A
VSIAX vs WSMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSIAX vs. WSMVX commentary
Nov 23, 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 WSMVX is a Sell.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. WSMVX (27.5M). VSIAX pays higher dividends than WSMVX: VSIAX (2.01) vs WSMVX (0.35). VSIAX was incepted earlier than WSMVX: VSIAX (13 years) vs WSMVX (28 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 : 30.11 vs. WSMVX (24.43). VSIAX return over 5 years is better than : 62.31 vs. WSMVX (42.85).
| VSIAX | WSMVX | VSIAX / WSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 17.784 | 14.508 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 27.5M | 209,455% |
| Annual Yield % from dividends | 2.01 | 0.35 | 579% |
| Returns for 1 year | 30.11 | 24.43 | 123% |
| Returns for 3 years | 16.99 | 3.67 | 463% |
| Returns for 5 years | 62.31 | 42.85 | 145% |
| Returns for 10 years | 110.46 | 23.70 | 466% |
View a ticker or compare two or three
VS
VS
Ad is loading...