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VSMAX vs WMCVX
VSMAX vs WMCVX Comparison
Open Charts VSMAX vs WMCVX
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
VSMAX vs WMCVX Comparison Chart
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VSMAX vs. WMCVX 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 WMCVX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. WMCVX (1.43B). VSMAX pays higher dividends than WMCVX: VSMAX (1.52) vs WMCVX (0.07). VSMAX was incepted earlier than WMCVX: VSMAX (24 years) vs WMCVX (27 years). WMCVX (1.18) is less costly to investors than VSMAX (0.05). 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 : -3.52 vs. WMCVX (-18.02). VSMAX return over 5 years is better than : 71.17 vs. WMCVX (54.28).
| VSMAX | WMCVX | VSMAX / WMCVX | |
| Total Expense Ratio | 0.05 | 1.18 | 4% |
| Annual Report Gross Expense Ratio | 0.05 | 1.18 | 4% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | -11.735 | -13.171 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.43B | 10,014% |
| Annual Yield % from dividends | 1.52 | 0.07 | 2,313% |
| Returns for 1 year | -3.52 | -18.02 | 20% |
| Returns for 3 years | 4.31 | -5.77 | -75% |
| Returns for 5 years | 71.17 | 54.28 | 131% |
| Returns for 10 years | 79.14 | 33.79 | 234% |