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VSIIX vs WFICX
VSIIX vs WFICX Comparison
Open Charts VSIIX vs WFICX
Vanguard Small Cap Value Index I
Price$50.72
Change-$0.63 (-1.23%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Institutional
Price$17.11
Change-$0.11 (-0.64%)
VolumeN/A
CapitalizationN/A
VSIIX vs WFICX Comparison Chart
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VSIIX vs. WFICX commentary
Nov 13, 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: 57.6B vs. WFICX (36.5M). 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 : 36.22 vs. WFICX (21.33). VSIIX return over 5 years is better than : 61.33 vs. WFICX (-9.83).
| 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 | 17.839 | 17.433 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 36.5M | 157,808% |
| Annual Yield % from dividends | 2.02 | 0.29 | 701% |
| Returns for 1 year | 36.22 | 21.33 | 170% |
| Returns for 3 years | 15.71 | -36.95 | -43% |
| Returns for 5 years | 61.33 | -9.83 | -624% |
| Returns for 10 years | 113.51 | N/A | - |
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