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VSIIX vs WSMVX
VSIIX vs WSMVX Comparison
Open Charts VSIIX vs WSMVX
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
Wilshire Small Company Value Instl
Price$25.89
Change-$0.68 (-2.56%)
VolumeN/A
Net Assets24.37M
VSIIX vs WSMVX Comparison Chart
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VSIIX vs. WSMVX commentary
Feb 23, 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 WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. WSMVX (24.4M). VSIIX pays higher dividends than WSMVX: VSIIX (2.02) vs WSMVX (0.35). VSIIX was incepted earlier than WSMVX: VSIIX (25 years) vs WSMVX (29 years). WSMVX is a more actively managed with annual turnover of: 65.00 vs. VSIIX (16.00). WSMVX has a lower initial minimum investment than VSIIX: WSMVX (250000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 9.99 vs. WSMVX (2.61). VSIIX return over 5 years is better than : 47.63 vs. WSMVX (24.58).
| VSIIX | WSMVX | VSIIX / WSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | -0.294 | -0.843 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 24.4M | 246,721% |
| Annual Yield % from dividends | 2.02 | 0.35 | 582% |
| Returns for 1 year | 9.99 | 2.61 | 382% |
| Returns for 3 years | 17.99 | -3.87 | -465% |
| Returns for 5 years | 47.63 | 24.58 | 194% |
| Returns for 10 years | 90.58 | 16.82 | 538% |
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