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VSMAX vs WICVX
VSMAX vs WICVX Comparison
Open Charts VSMAX vs WICVX
Vanguard Small Cap Index Admiral Shares
Price$106.70
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
Wasatch Small Cap Value Institutional
Price$9.22
Change-$0.19 (-2.02%)
VolumeN/A
Net Assets1.55B
VSMAX vs WICVX Comparison Chart
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VSMAX vs. WICVX commentary
Mar 11, 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 VSMAX is a Hold and WICVX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. WICVX (1.55B). VSMAX pays higher dividends than WICVX: VSMAX (1.32) vs WICVX (0.17). VSMAX was incepted earlier than WICVX: VSMAX (24 years) vs WICVX (13 years). WICVX (1.06) is less costly to investors than VSMAX (0.05). WICVX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than WICVX: VSMAX (3000) vs WICVX (100000). VSMAX annual gain was more profitable for investors over the last year : 2.58 vs. WICVX (-13.06). VSMAX return over 5 years is better than : 59.70 vs. WICVX (39.19).
| VSMAX | WICVX | VSMAX / WICVX | |
| Total Expense Ratio | 0.05 | 1.06 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.06 | 5% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | -4.932 | -5.900 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.55B | 9,890% |
| Annual Yield % from dividends | 1.32 | 0.17 | 769% |
| Returns for 1 year | 2.58 | -13.06 | -20% |
| Returns for 3 years | 15.74 | 2.66 | 591% |
| Returns for 5 years | 59.70 | 39.19 | 152% |
| Returns for 10 years | 101.15 | 53.11 | 190% |
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