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VSMAX vs WMCVX
VSMAX vs WMCVX Comparison
Open Charts VSMAX vs WMCVX
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
VSMAX vs WMCVX Comparison Chart
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VSMAX vs. WMCVX commentary
May 23, 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: 140B vs. WMCVX (1.49B). VSMAX pays higher dividends than WMCVX: VSMAX (1.56) vs WMCVX (0.07). VSMAX was incepted earlier than WMCVX: VSMAX (25 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 (13.00). 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 : 1.77 vs. WMCVX (-16.34). VSMAX return over 5 years is better than : 67.52 vs. WMCVX (45.31).
| VSMAX | WMCVX | VSMAX / WMCVX | |
| Total Expense Ratio | 0.05 | 1.18 | 4% |
| Annual Report Gross Expense Ratio | 0.05 | 1.18 | 4% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -5.538 | -8.511 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.49B | 9,377% |
| Annual Yield % from dividends | 1.56 | 0.07 | 2,283% |
| Returns for 1 year | 1.77 | -16.34 | -11% |
| Returns for 3 years | 22.35 | 6.80 | 329% |
| Returns for 5 years | 67.52 | 45.31 | 149% |
| Returns for 10 years | 91.20 | 41.86 | 218% |