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VSMAX vs WICVX
VSMAX vs WICVX Comparison
Open Charts VSMAX vs WICVX
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
Wasatch Small Cap Value Institutional
Price$8.68
Change+$0.74 (+9.32%)
VolumeN/A
Net Assets1.43B
VSMAX vs WICVX Comparison Chart
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VSMAX vs. WICVX commentary
Apr 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 Buy and WICVX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. WICVX (1.43B). VSMAX pays higher dividends than WICVX: VSMAX (1.52) vs WICVX (0.18). 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 : -13.67 vs. WICVX (-26.77). VSMAX return over 5 years is better than : 56.52 vs. WICVX (42.20).
| 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 | -19.288 | -20.600 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.43B | 10,014% |
| Annual Yield % from dividends | 1.52 | 0.18 | 836% |
| Returns for 1 year | -13.67 | -26.77 | 51% |
| Returns for 3 years | -5.11 | -13.94 | 37% |
| Returns for 5 years | 56.52 | 42.20 | 134% |
| Returns for 10 years | 63.59 | 24.20 | 263% |
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