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VSIAX vs WSMVX
VSIAX vs WSMVX Comparison
Open Charts VSIAX vs WSMVX
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
Wilshire Small Company Value Instl
Price$25.89
Change-$0.68 (-2.56%)
VolumeN/A
Net Assets24.37M
VSIAX vs WSMVX Comparison Chart
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VSIAX vs. WSMVX commentary
Feb 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 Hold and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. WSMVX (24.4M). 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 : 9.98 vs. WSMVX (2.61). VSIAX return over 5 years is better than : 47.61 vs. WSMVX (24.58).
| 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 | -0.294 | -0.843 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 24.4M | 246,721% |
| Annual Yield % from dividends | 2.01 | 0.35 | 579% |
| Returns for 1 year | 9.98 | 2.61 | 382% |
| Returns for 3 years | 17.97 | -3.87 | -464% |
| Returns for 5 years | 47.61 | 24.58 | 194% |
| Returns for 10 years | 90.53 | 16.82 | 538% |
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