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VSIIX vs WSCVX
VSIIX vs WSCVX Comparison
Open Charts VSIIX vs WSCVX
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
North Star Small Cap Value Investor
Price$14.58
Change-$0.58 (-3.83%)
VolumeN/A
CapitalizationN/A
VSIIX vs WSCVX Comparison Chart
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VSIIX vs. WSCVX commentary
Dec 19, 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 Hold and WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. WSCVX (35.3M). 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 : 10.31 vs. WSCVX (0.55). VSIIX return over 5 years is better than : 46.47 vs. WSCVX (-25.63).
| 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 | 10.683 | -0.410 | -2,607% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 35.3M | 178,470% |
| Annual Yield % from dividends | 2.02 | 0.16 | 1,243% |
| Returns for 1 year | 10.31 | 0.55 | 1,869% |
| Returns for 3 years | 16.11 | -42.62 | -38% |
| Returns for 5 years | 46.47 | -25.63 | -181% |
| Returns for 10 years | 97.98 | -40.35 | -243% |