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VSIIX vs WSMVX
VSIIX vs WSMVX Comparison
Open Charts VSIIX vs WSMVX
Vanguard Small Cap Value Index I
Price$41.18
Change+$0.53 (+1.30%)
VolumeN/A
Net Assets53.62B
Wilshire Small Company Value Instl
Price$21.87
Change+$0.24 (+1.11%)
VolumeN/A
Net Assets19.8M
VSIIX vs WSMVX Comparison Chart
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VSIIX vs. WSMVX commentary
Apr 12, 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 Buy and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. WSMVX (19.8M). VSIIX pays higher dividends than WSMVX: VSIIX (2.28) vs WSMVX (1.64). VSIIX was incepted earlier than WSMVX: VSIIX (25 years) vs WSMVX (29 years). WSMVX (1.72) is less costly to investors than VSIIX (0.06). 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 : -7.70 vs. WSMVX (-16.10). VSIIX return over 5 years is better than : 76.50 vs. WSMVX (46.06).
| VSIIX | WSMVX | VSIIX / WSMVX | |
| Total Expense Ratio | 0.06 | 1.10 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.72 | 3% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | -14.477 | -17.158 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6B | 19.8M | 270,707% |
| Annual Yield % from dividends | 2.28 | 1.64 | 139% |
| Returns for 1 year | -7.70 | -16.10 | 48% |
| Returns for 3 years | 0.29 | -18.11 | -2% |
| Returns for 5 years | 76.50 | 46.06 | 166% |
| Returns for 10 years | 61.10 | -5.03 | -1,215% |
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