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VSMAX vs WICVX
VSMAX vs WICVX Comparison
Open Charts VSMAX vs WICVX
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
Wasatch Small Cap Value Institutional
Price$9.89
Change+$0.07 (+0.71%)
VolumeN/A
Net Assets1.6B
VSMAX vs WICVX Comparison Chart in %
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VSMAX vs. WICVX commentary
Jul 06, 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: 148B vs. WICVX (1.6B). VSMAX pays higher dividends than WICVX: VSMAX (1.40) vs WICVX (0.17). 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 : 12.25 vs. WICVX (-9.12). VSMAX return over 5 years is better than : 69.54 vs. WICVX (47.38).
| 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 | 1.447 | -1.100 | -132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 1.6B | 9,244% |
| Annual Yield % from dividends | 1.40 | 0.17 | 806% |
| Returns for 1 year | 12.25 | -9.12 | -134% |
| Returns for 3 years | 37.95 | 22.44 | 169% |
| Returns for 5 years | 69.54 | 47.38 | 147% |
| Returns for 10 years | 109.34 | 52.58 | 208% |
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