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VSIIX vs WSMVX
VSIIX vs WSMVX Comparison
Open Charts VSIIX vs WSMVX
Vanguard Small Cap Value Index I
Price$49.44
Change+$0.15 (+0.30%)
VolumeN/A
Net Assets59.14B
Wilshire Small Company Value Instl
Price$27.54
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets22.16M
VSIIX vs WSMVX Comparison Chart in %
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VSIIX vs. WSMVX commentary
Oct 18, 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 StrongBuy and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.1B vs. WSMVX (22.2M). VSIIX pays higher dividends than WSMVX: VSIIX (2.01) vs WSMVX (1.42). VSIIX was incepted earlier than WSMVX: VSIIX (26 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 : 0.72 vs. WSMVX (-4.51). VSIIX return over 5 years is better than : 75.42 vs. WSMVX (53.92).
| VSIIX | WSMVX | VSIIX / WSMVX | |
| Total Expense Ratio | 0.06 | 1.10 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.70 | 4% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 3.934 | 5.592 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1B | 22.2M | 266,216% |
| Annual Yield % from dividends | 2.01 | 1.42 | 142% |
| Returns for 1 year | 0.72 | -4.51 | -16% |
| Returns for 3 years | 35.84 | 12.30 | 291% |
| Returns for 5 years | 75.42 | 53.92 | 140% |
| Returns for 10 years | 109.01 | 28.57 | 382% |
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