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VSIIX vs WFICX
VSIIX vs WFICX Comparison
Open Charts VSIIX vs WFICX
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
North Star Small Cap Value Institutional
Price$14.25
Change-$0.27 (-1.86%)
VolumeN/A
Net Assets32.26M
VSIIX vs WFICX Comparison Chart
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VSIIX vs. WFICX commentary
Feb 22, 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 VSIIX is a Hold and WFICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. WFICX (32.3M). 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 : 14.20 vs. WFICX (1.39). VSIIX return over 5 years is better than : 52.26 vs. WFICX (-22.08).
| 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 | 2.836 | 1.601 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 32.3M | 186,378% |
| Annual Yield % from dividends | 2.02 | 0.29 | 701% |
| Returns for 1 year | 14.20 | 1.39 | 1,022% |
| Returns for 3 years | 19.99 | -19.49 | -103% |
| Returns for 5 years | 52.26 | -22.08 | -237% |
| Returns for 10 years | 97.17 | N/A | - |