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VSIIX vs WSCVX
VSIIX vs WSCVX Comparison
Open Charts VSIIX vs WSCVX
Vanguard Small Cap Value Index I
Price$50.11
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets59.22B
North Star Small Cap Value Investor
Price$16.08
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets31.57M
VSIIX vs WSCVX Comparison Chart in %
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VSIIX vs. WSCVX commentary
Oct 01, 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 Hold and WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. WSCVX (31.6M). VSIIX pays higher dividends than WSCVX: VSIIX (1.98) vs WSCVX (0.00). VSIIX was incepted earlier than WSCVX: VSIIX (26 years) vs WSCVX (18 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 : 4.92 vs. WSCVX (-0.93). VSIIX return over 5 years is better than : 93.14 vs. WSCVX (4.58).
| VSIIX | WSCVX | VSIIX / WSCVX | |
| Total Expense Ratio | 0.06 | 1.22 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.82 | 3% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 5.937 | 10.895 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 31.6M | 187,342% |
| Annual Yield % from dividends | 1.98 | 0.00 | - |
| Returns for 1 year | 4.92 | -0.93 | -529% |
| Returns for 3 years | 48.36 | 4.35 | 1,110% |
| Returns for 5 years | 93.14 | 4.58 | 2,032% |
| Returns for 10 years | 123.63 | -16.02 | -772% |
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