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VSMAX vs WSCOX
VSMAX vs WSCOX Comparison
Open Charts VSMAX vs WSCOX
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Allspring Disciplined Small Cap Inst
Price$13.15
Change-$0.60 (-4.36%)
VolumeN/A
CapitalizationN/A
VSMAX vs WSCOX Comparison Chart
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VSMAX vs. WSCOX commentary
Dec 19, 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 Hold and WSCOX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. WSCOX (57.3M). VSMAX pays higher dividends than WSCOX: VSMAX (1.42) vs WSCOX (0.15). VSMAX was incepted earlier than WSCOX: VSMAX (24 years) vs WSCOX (10 years). WSCOX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than WSCOX: VSMAX (3000) vs WSCOX (1000000). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. WSCOX (13.64). VSMAX (53.97) and WSCOX (52.27) have equivalent 5 years return.
| VSMAX | WSCOX | VSMAX / WSCOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 18.049 | 10.709 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 57.3M | 291,449% |
| Annual Yield % from dividends | 1.42 | 0.15 | 932% |
| Returns for 1 year | 19.58 | 13.64 | 144% |
| Returns for 3 years | 15.80 | 14.59 | 108% |
| Returns for 5 years | 53.97 | 52.27 | 103% |
| Returns for 10 years | 125.00 | -40.22 | -311% |