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VSMAX vs WMCVX
VSMAX vs WMCVX Comparison
Open Charts VSMAX vs WMCVX
Vanguard Small Cap Index Admiral Shares
Price$116.29
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Value
Price$9.93
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
VSMAX vs WMCVX Comparison Chart
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VSMAX vs. WMCVX commentary
Dec 22, 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 Buy and WMCVX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. WMCVX (1.6B). VSMAX pays higher dividends than WMCVX: VSMAX (1.42) vs WMCVX (0.00). VSMAX was incepted earlier than WMCVX: VSMAX (24 years) vs WMCVX (27 years). WMCVX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (12.00). WMCVX has a lower initial minimum investment than VSMAX: WMCVX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 14.57 vs. WMCVX (-2.50). VSMAX return over 5 years is better than : 48.08 vs. WMCVX (22.86).
| VSMAX | WMCVX | VSMAX / WMCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 14.076 | -2.973 | -473% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.6B | 10,438% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 14.57 | -2.50 | -584% |
| Returns for 3 years | 10.65 | -1.82 | -584% |
| Returns for 5 years | 48.08 | 22.86 | 210% |
| Returns for 10 years | 115.96 | 67.77 | 171% |
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