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VSIAX vs WSMVX
VSIAX vs WSMVX Comparison
Open Charts VSIAX vs WSMVX
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
Wilshire Small Company Value Instl
Price$24.80
Change-$0.46 (-1.82%)
VolumeN/A
Net Assets22.66M
VSIAX vs WSMVX Comparison Chart
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VSIAX vs. WSMVX commentary
Jun 14, 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: 54B vs. WSMVX (22.7M). VSIAX pays higher dividends than WSMVX: VSIAX (2.23) vs WSMVX (1.62). 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 : 5.51 vs. WSMVX (-0.93). VSIAX return over 5 years is better than : 83.56 vs. WSMVX (58.05).
| 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 | -2.752 | -3.255 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 22.7M | 237,885% |
| Annual Yield % from dividends | 2.23 | 1.62 | 138% |
| Returns for 1 year | 5.51 | -0.93 | -594% |
| Returns for 3 years | 28.21 | 3.93 | 718% |
| Returns for 5 years | 83.56 | 58.05 | 144% |
| Returns for 10 years | 83.37 | 11.18 | 745% |
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