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VSMAX vs WSCOX
VSMAX vs WSCOX Comparison
Open Charts VSMAX vs WSCOX
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Allspring Disciplined Small Cap Inst
Price$14.14
Change-$0.25 (-1.74%)
VolumeN/A
CapitalizationN/A
VSMAX vs WSCOX Comparison Chart
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VSMAX vs. WSCOX commentary
Nov 18, 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 StrongBuy and WSCOX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. WSCOX (58.5M). 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 : 30.28 vs. WSCOX (26.35). WSCOX return over 5 years is better than : 63.11 vs. VSMAX (55.62).
| 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 | 15.803 | 13.849 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 58.5M | 258,120% |
| Annual Yield % from dividends | 1.42 | 0.15 | 932% |
| Returns for 1 year | 30.28 | 26.35 | 115% |
| Returns for 3 years | 4.74 | 8.81 | 54% |
| Returns for 5 years | 55.62 | 63.11 | 88% |
| Returns for 10 years | 123.30 | -62.63 | -197% |
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