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VISVX vs WSMVX
VISVX vs WSMVX Comparison
Open Charts VISVX vs WSMVX
Vanguard Small Cap Value Index I
Price$51.64
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets59.64B
Wilshire Small Company Value Instl
Price$26.54
Change-$0.34 (-1.26%)
VolumeN/A
Net Assets22.28M
VISVX vs WSMVX Comparison Chart in %
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VISVX vs. WSMVX commentary
Dec 28, 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 VISVX is a Buy and WSMVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. WSMVX (22.3M). VISVX pays higher dividends than WSMVX: VISVX (1.86) vs WSMVX (1.40). VISVX was incepted earlier than WSMVX: VISVX (28 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than VISVX (0.19). WSMVX is a more actively managed with annual turnover of: 53.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than WSMVX: VISVX (3000) vs WSMVX (250000). VISVX annual gain was more profitable for investors over the last year : 7.55 vs. WSMVX (0.42). VISVX return over 5 years is better than : 54.54 vs. WSMVX (24.79).
| VISVX | WSMVX | VISVX / WSMVX | |
| Total Expense Ratio | 0.19 | 1.10 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.70 | 11% |
| Fund Existence | 28 years | 29 years | - |
| Gain YTD | 9.022 | 1.647 | 548% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6B | 22.3M | 267,265% |
| Annual Yield % from dividends | 1.86 | 1.40 | 133% |
| Returns for 1 year | 7.55 | 0.42 | 1,814% |
| Returns for 3 years | 37.02 | 14.75 | 251% |
| Returns for 5 years | 54.54 | 24.79 | 220% |
| Returns for 10 years | 123.25 | 29.71 | 415% |
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