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VSIIX vs WSMVX
VSIIX vs WSMVX Comparison
Open Charts VSIIX vs WSMVX
Vanguard Small Cap Value Index I
Price$45.09
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
Wilshire Small Company Value Instl
Price$24.01
Change-$0.73 (-2.95%)
VolumeN/A
Net Assets22.39M
VSIIX vs WSMVX Comparison Chart
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VSIIX vs. WSMVX commentary
May 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 Buy and WSMVX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. WSMVX (22.4M). VSIIX pays higher dividends than WSMVX: VSIIX (2.35) vs WSMVX (1.71). VSIIX was incepted earlier than WSMVX: VSIIX (25 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than VSIIX (0.06). WSMVX is a more actively managed with annual turnover of: 53.00 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 : 2.56 vs. WSMVX (-7.43). VSIIX return over 5 years is better than : 95.60 vs. WSMVX (64.27).
| VSIIX | WSMVX | VSIIX / WSMVX | |
| Total Expense Ratio | 0.06 | 1.10 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.70 | 4% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | -2.359 | -5.247 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7B | 22.4M | 230,804% |
| Annual Yield % from dividends | 2.35 | 1.71 | 138% |
| Returns for 1 year | 2.56 | -7.43 | -34% |
| Returns for 3 years | 23.76 | 0.05 | 45,295% |
| Returns for 5 years | 95.60 | 64.27 | 149% |
| Returns for 10 years | 83.58 | 10.23 | 817% |
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