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VSIIX vs WSCVX
VSIIX vs WSCVX Comparison
Open Charts VSIIX vs WSCVX
Vanguard Small Cap Value Index I
Price$49.78
Change+$0.54 (+1.10%)
VolumeN/A
Net Assets58.32B
North Star Small Cap Value Investor
Price$14.70
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets32.72M
VSIIX vs WSCVX Comparison Chart
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VSIIX vs. WSCVX commentary
Jan 31, 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 WSCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. WSCVX (32.7M). VSIIX pays higher dividends than WSCVX: VSIIX (2.02) vs WSCVX (0.16). VSIIX was incepted earlier than WSCVX: VSIIX (25 years) vs WSCVX (17 years). VSIIX is a more actively managed with annual turnover of: 16.00 vs. WSCVX (6.00). WSCVX has a lower initial minimum investment than VSIIX: WSCVX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 17.44 vs. WSCVX (4.35). VSIIX return over 5 years is better than : 57.90 vs. WSCVX (-20.95).
| VSIIX | WSCVX | VSIIX / WSCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 3.424 | 1.596 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 32.7M | 178,287% |
| Annual Yield % from dividends | 2.02 | 0.16 | 1,243% |
| Returns for 1 year | 17.44 | 4.35 | 401% |
| Returns for 3 years | 21.68 | -19.29 | -112% |
| Returns for 5 years | 57.90 | -20.95 | -276% |
| Returns for 10 years | 107.65 | -29.76 | -362% |
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