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VSIAX vs WSMVX
VSIAX vs WSMVX Comparison
Open Charts VSIAX vs WSMVX
Vanguard Small Cap Value Index Admiral
Price$80.67
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets51.69B
Wilshire Small Company Value Instl
Price$24.01
Change-$0.73 (-2.95%)
VolumeN/A
Net Assets22.39M
VSIAX vs WSMVX Comparison Chart
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VSIAX vs. WSMVX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. WSMVX (22.4M). VSIAX pays higher dividends than WSMVX: VSIAX (2.34) vs WSMVX (1.71). VSIAX was incepted earlier than WSMVX: VSIAX (14 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than VSIAX (0.07). WSMVX is a more actively managed with annual turnover of: 53.00 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 : 2.55 vs. WSMVX (-7.43). VSIAX return over 5 years is better than : 95.59 vs. WSMVX (64.27).
| VSIAX | WSMVX | VSIAX / WSMVX | |
| Total Expense Ratio | 0.07 | 1.10 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.70 | 4% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | -2.352 | -5.247 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7B | 22.4M | 230,804% |
| Annual Yield % from dividends | 2.34 | 1.71 | 137% |
| Returns for 1 year | 2.55 | -7.43 | -34% |
| Returns for 3 years | 23.75 | 0.05 | 45,276% |
| Returns for 5 years | 95.59 | 64.27 | 149% |
| Returns for 10 years | 83.58 | 10.23 | 817% |
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