Ad is loading...
VSIIX vs WFICX
VSIIX vs WFICX Comparison
Open Charts VSIIX vs WFICX
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
North Star Small Cap Value Institutional
Price$14.71
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets33.33M
VSIIX vs WFICX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSIIX vs. WFICX commentary
Jan 19, 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 Buy and WFICX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. WFICX (33.3M). 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 : 18.50 vs. WFICX (7.29). VSIIX return over 5 years is better than : 50.39 vs. WFICX (-24.54).
| 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 | 3.214 | 2.366 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 33.3M | 175,075% |
| Annual Yield % from dividends | 2.02 | 0.29 | 701% |
| Returns for 1 year | 18.50 | 7.29 | 254% |
| Returns for 3 years | 17.06 | -22.15 | -77% |
| Returns for 5 years | 50.39 | -24.54 | -205% |
| Returns for 10 years | 109.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...