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VSIIX vs WSMVX
VSIIX vs WSMVX Comparison
Open Charts VSIIX vs WSMVX
Vanguard Small Cap Value Index I
Price$49.55
Change-$0.35 (-0.70%)
VolumeN/A
Net Assets58.32B
Wilshire Small Company Value Instl
Price$26.97
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets26.03M
VSIIX vs WSMVX Comparison Chart
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VSIIX vs. WSMVX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. WSMVX (26M). 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 : 17.40 vs. WSMVX (6.73). VSIIX return over 5 years is better than : 54.52 vs. WSMVX (27.39).
| 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 | 4.075 | 3.294 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 26M | 224,231% |
| Annual Yield % from dividends | 2.02 | 0.35 | 582% |
| Returns for 1 year | 17.40 | 6.73 | 259% |
| Returns for 3 years | 24.23 | 0.65 | 3,727% |
| Returns for 5 years | 54.52 | 27.39 | 199% |
| Returns for 10 years | 107.53 | 25.50 | 422% |
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