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VSIIX vs WSMVX
VSIIX vs WSMVX Comparison
Open Charts VSIIX vs WSMVX
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
Wilshire Small Company Value Instl
Price$24.80
Change-$0.46 (-1.82%)
VolumeN/A
Net Assets22.66M
VSIIX vs WSMVX Comparison Chart
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VSIIX vs. WSMVX commentary
Jun 14, 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 Hold and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. WSMVX (22.7M). VSIIX pays higher dividends than WSMVX: VSIIX (2.24) vs WSMVX (1.62). 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 : 5.50 vs. WSMVX (-0.93). VSIIX return over 5 years is better than : 83.58 vs. WSMVX (58.05).
| 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 | -2.759 | -3.255 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 22.7M | 237,885% |
| Annual Yield % from dividends | 2.24 | 1.62 | 139% |
| Returns for 1 year | 5.50 | -0.93 | -593% |
| Returns for 3 years | 28.24 | 3.93 | 719% |
| Returns for 5 years | 83.58 | 58.05 | 144% |
| Returns for 10 years | 83.45 | 11.18 | 746% |
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