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VSIAX vs WSMVX
VSIAX vs WSMVX Comparison
Open Charts VSIAX vs WSMVX
Vanguard Small Cap Value Index Admiral
Price$85.75
Change+$0.87 (+1.02%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Instl
Price$26.45
Change+$0.17 (+0.65%)
VolumeN/A
CapitalizationN/A
VSIAX vs WSMVX Comparison Chart
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VSIAX vs. WSMVX commentary
Dec 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 Hold and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. WSMVX (25.2M). 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 : 11.88 vs. WSMVX (0.75). VSIAX return over 5 years is better than : 47.32 vs. WSMVX (19.94).
| 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 | 11.356 | 0.456 | 2,492% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 25.2M | 250,000% |
| Annual Yield % from dividends | 2.01 | 0.35 | 579% |
| Returns for 1 year | 11.88 | 0.75 | 1,590% |
| Returns for 3 years | 15.75 | -4.89 | -322% |
| Returns for 5 years | 47.32 | 19.94 | 237% |
| Returns for 10 years | 97.07 | 18.92 | 513% |
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