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VSMAX vs WICVX
VSMAX vs WICVX Comparison
Open Charts VSMAX vs WICVX
Vanguard Small Cap Index Admiral Shares
Price$110.66
Change+$1.45 (+1.33%)
VolumeN/A
Net Assets139.54B
Wasatch Small Cap Value Institutional
Price$9.29
Change+$0.14 (+1.53%)
VolumeN/A
Net Assets1.48B
VSMAX vs WICVX Comparison Chart
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VSMAX vs. WICVX commentary
Jun 04, 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 StrongBuy and WICVX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. WICVX (1.49B). VSMAX pays higher dividends than WICVX: VSMAX (1.48) vs WICVX (0.18). VSMAX was incepted earlier than WICVX: VSMAX (25 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 (13.00). 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 : 3.59 vs. WICVX (-14.48). VSMAX return over 5 years is better than : 55.35 vs. WICVX (35.03).
| VSMAX | WICVX | VSMAX / WICVX | |
| Total Expense Ratio | 0.05 | 1.06 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.06 | 5% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | -5.077 | -7.100 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.49B | 9,428% |
| Annual Yield % from dividends | 1.48 | 0.18 | 825% |
| Returns for 1 year | 3.59 | -14.48 | -25% |
| Returns for 3 years | 17.49 | 3.15 | 555% |
| Returns for 5 years | 55.35 | 35.03 | 158% |
| Returns for 10 years | 92.75 | 44.87 | 207% |
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