Ad is loading...
VSMAX vs WICVX
VSMAX vs WICVX Comparison
Open Charts VSMAX vs WICVX
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Value Institutional
Price$10.10
Change-$0.39 (-3.72%)
VolumeN/A
CapitalizationN/A
VSMAX vs WICVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSMAX vs. WICVX commentary
Dec 19, 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 VSMAX is a Hold and WICVX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. WICVX (1.67B). VSMAX pays higher dividends than WICVX: VSMAX (1.42) vs WICVX (0.00). VSMAX was incepted earlier than WICVX: VSMAX (24 years) vs WICVX (13 years). 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 : 19.58 vs. WICVX (3.82). VSMAX return over 5 years is better than : 53.97 vs. WICVX (29.56).
| VSMAX | WICVX | VSMAX / WICVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 18.049 | 1.412 | 1,278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.67B | 10,024% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 19.58 | 3.82 | 513% |
| Returns for 3 years | 15.80 | 4.13 | 383% |
| Returns for 5 years | 53.97 | 29.56 | 183% |
| Returns for 10 years | 125.00 | 79.03 | 158% |