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VSIIX vs WFICX
VSIIX vs WFICX Comparison
Open Charts VSIIX vs WFICX
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Institutional
Price$16.18
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
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VSIIX vs WFICX Comparison Chart
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VSIIX vs. WFICX commentary
Sep 21, 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 VSIIX is a Buy and WFICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. WFICX (35.6M). VSIIX pays higher dividends than WFICX: VSIIX (2.02) vs WFICX (0.29). VSIIX was incepted earlier than WFICX: VSIIX (25 years) vs WFICX (6 years). VSIIX is a more actively managed with annual turnover of: 16.00 vs. WFICX (6.00). WFICX has a lower initial minimum investment than VSIIX: WFICX (100000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 25.85 vs. WFICX (12.35). VSIIX return over 5 years is better than : 57.12 vs. WFICX (-11.19).
| VSIIX | WFICX | VSIIX / WFICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 11.364 | 11.050 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3B | 35.6M | 160,955% |
| Annual Yield % from dividends | 2.02 | 0.29 | 701% |
| Returns for 1 year | 25.85 | 12.35 | 209% |
| Returns for 3 years | 21.47 | -31.52 | -68% |
| Returns for 5 years | 57.12 | -11.19 | -510% |
| Returns for 10 years | 109.23 | N/A | - |
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