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VSMAX vs WICVX
VSMAX vs WICVX Comparison
Open Charts VSMAX vs WICVX
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
Wasatch Small Cap Value Institutional
Price$10.39
Change+$0.07 (+0.68%)
VolumeN/A
Net Assets1.65B
VSMAX vs WICVX Comparison Chart
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VSMAX vs. WICVX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. WICVX (1.66B). 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 : 20.35 vs. WICVX (3.24). VSMAX return over 5 years is better than : 55.98 vs. WICVX (33.25).
| 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 | 3.638 | 3.900 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.66B | 9,366% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 20.35 | 3.24 | 629% |
| Returns for 3 years | 20.91 | 5.97 | 350% |
| Returns for 5 years | 55.98 | 33.25 | 168% |
| Returns for 10 years | 124.89 | 77.62 | 161% |
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