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VSIIX vs WSCVX
VSIIX vs WSCVX Comparison
Open Charts VSIIX vs WSCVX
Vanguard Small Cap Value Index I
Price$50.72
Change-$0.63 (-1.23%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Investor
Price$17.16
Change-$0.11 (-0.64%)
VolumeN/A
CapitalizationN/A
VSIIX vs WSCVX Comparison Chart
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VSIIX vs. WSCVX 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 WSCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. WSCVX (36.5M). 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 : 37.62 vs. WSCVX (22.37). VSIIX return over 5 years is better than : 63.69 vs. WSCVX (-10.15).
| 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 | 19.302 | 17.964 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 36.5M | 157,808% |
| Annual Yield % from dividends | 2.02 | 0.16 | 1,243% |
| Returns for 1 year | 37.62 | 22.37 | 168% |
| Returns for 3 years | 17.14 | -36.83 | -47% |
| Returns for 5 years | 63.69 | -10.15 | -628% |
| Returns for 10 years | 116.16 | -30.35 | -383% |
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