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VSIIX vs WSMVX
VSIIX vs WSMVX Comparison
Open Charts VSIIX vs WSMVX
Vanguard Small Cap Value Index I
Price$51.38
Change+$0.68 (+1.34%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Instl
Price$30.69
Change+$0.54 (+1.79%)
VolumeN/A
CapitalizationN/A
VSIIX vs WSMVX Comparison Chart
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VS
VSIIX vs. WSMVX commentary
Nov 23, 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 Buy and WSMVX is a Sell.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. WSMVX (27.5M). VSIIX pays higher dividends than WSMVX: VSIIX (2.02) vs WSMVX (0.35). VSIIX was incepted earlier than WSMVX: VSIIX (25 years) vs WSMVX (28 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 : 30.12 vs. WSMVX (24.43). VSIIX return over 5 years is better than : 62.33 vs. WSMVX (42.85).
| VSIIX | WSMVX | VSIIX / WSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 17.792 | 14.508 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 27.5M | 209,455% |
| Annual Yield % from dividends | 2.02 | 0.35 | 582% |
| Returns for 1 year | 30.12 | 24.43 | 123% |
| Returns for 3 years | 17.00 | 3.67 | 463% |
| Returns for 5 years | 62.33 | 42.85 | 145% |
| Returns for 10 years | 110.51 | 23.70 | 466% |
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