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VSMAX vs WSCOX
VSMAX vs WSCOX Comparison
Open Charts VSMAX vs WSCOX
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Allspring Disciplined Small Cap Inst
Price$13.53
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets56.52M
VSMAX vs WSCOX Comparison Chart
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VSMAX vs. WSCOX commentary
Jan 19, 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 Hold and WSCOX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. WSCOX (56.5M). 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 : 21.26 vs. WSCOX (14.04). VSMAX (48.99) and WSCOX (47.97) 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 | 3.369 | 3.204 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 56.5M | 274,336% |
| Annual Yield % from dividends | 1.42 | 0.15 | 932% |
| Returns for 1 year | 21.26 | 14.04 | 151% |
| Returns for 3 years | 17.25 | 13.95 | 124% |
| Returns for 5 years | 48.99 | 47.97 | 102% |
| Returns for 10 years | 127.10 | -39.80 | -319% |