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VSIIX vs WSCVX
VSIIX vs WSCVX Comparison
Open Charts VSIIX vs WSCVX
Vanguard Small Cap Value Index I
Price$44.62
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets51.69B
North Star Small Cap Value Investor
Price$13.46
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets28.56M
VSIIX vs WSCVX Comparison Chart
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VSIIX vs. WSCVX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. WSCVX (28.6M). VSIIX pays higher dividends than WSCVX: VSIIX (2.35) vs WSCVX (0.00). VSIIX was incepted earlier than WSCVX: VSIIX (25 years) vs WSCVX (17 years). WSCVX (1.82) is less costly to investors than VSIIX (0.06). WSCVX is a more actively managed with annual turnover of: 29.00 vs. VSIIX (16.00). 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 : -0.85 vs. WSCVX (-14.65). VSIIX return over 5 years is better than : 88.68 vs. WSCVX (-5.18).
| VSIIX | WSCVX | VSIIX / WSCVX | |
| Total Expense Ratio | 0.06 | 1.22 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.82 | 3% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | -6.125 | -6.593 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7B | 28.6M | 180,769% |
| Annual Yield % from dividends | 2.35 | 0.00 | - |
| Returns for 1 year | -0.85 | -14.65 | 6% |
| Returns for 3 years | 18.99 | -16.80 | -113% |
| Returns for 5 years | 88.68 | -5.18 | -1,711% |
| Returns for 10 years | 79.27 | -37.60 | -211% |
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