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VSIAX vs WSMVX
VSIAX vs WSMVX Comparison
Open Charts VSIAX vs WSMVX
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
Wilshire Small Company Value Instl
Price$26.74
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets23.35M
VSIAX vs WSMVX Comparison Chart in %
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VSIAX vs. WSMVX commentary
Jul 27, 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: 55.6B vs. WSMVX (23.4M). VSIAX pays higher dividends than WSMVX: VSIAX (2.11) vs WSMVX (1.55). 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 : 5.59 vs. WSMVX (-5.52). VSIAX return over 5 years is better than : 88.99 vs. WSMVX (62.86).
| 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 | 2.904 | 2.413 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 23.4M | 237,607% |
| Annual Yield % from dividends | 2.11 | 1.55 | 136% |
| Returns for 1 year | 5.59 | -5.52 | -101% |
| Returns for 3 years | 31.08 | 6.79 | 458% |
| Returns for 5 years | 88.99 | 62.86 | 142% |
| Returns for 10 years | 102.83 | 24.76 | 415% |
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