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VSIIX vs WSCVX
VSIIX vs WSCVX Comparison
Open Charts VSIIX vs WSCVX
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Investor
Price$16.23
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
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VS
VS
VSIIX vs WSCVX Comparison Chart
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VSIIX vs. WSCVX commentary
Sep 21, 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 WSCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. WSCVX (35.6M). 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 : 24.93 vs. WSCVX (8.97). VSIIX return over 5 years is better than : 58.50 vs. WSCVX (-13.19).
| 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 | 12.339 | 9.426 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3B | 35.6M | 160,955% |
| Annual Yield % from dividends | 2.02 | 0.16 | 1,243% |
| Returns for 1 year | 24.93 | 8.97 | 278% |
| Returns for 3 years | 22.14 | -34.03 | -65% |
| Returns for 5 years | 58.50 | -13.19 | -444% |
| Returns for 10 years | 109.09 | -33.90 | -322% |
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