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VISVX vs WSMVX
VISVX vs WSMVX Comparison
Open Charts VISVX vs WSMVX
Vanguard Small Cap Value Index I
Price$49.36
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets59.14B
Wilshire Small Company Value Instl
Price$27.54
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets22.12M
VISVX vs WSMVX Comparison Chart in %
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VISVX vs. WSMVX commentary
Oct 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 VISVX is a StrongBuy and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. WSMVX (22.1M). VISVX pays higher dividends than WSMVX: VISVX (1.88) vs WSMVX (1.42). VISVX was incepted earlier than WSMVX: VISVX (27 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 : 0.97 vs. WSMVX (-4.61). VISVX return over 5 years is better than : 75.74 vs. WSMVX (53.75).
| VISVX | WSMVX | VISVX / WSMVX | |
| Total Expense Ratio | 0.19 | 1.10 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.70 | 11% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 4.208 | 5.477 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1B | 22.1M | 267,421% |
| Annual Yield % from dividends | 1.88 | 1.42 | 133% |
| Returns for 1 year | 0.97 | -4.61 | -21% |
| Returns for 3 years | 36.12 | 12.18 | 297% |
| Returns for 5 years | 75.74 | 53.75 | 141% |
| Returns for 10 years | 108.98 | 28.43 | 383% |
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