Interact to see
Advertisement
Advertisement
VISVX vs WSMVX
VISVX vs WSMVX Comparison
Open Charts VISVX vs WSMVX
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
Wilshire Small Company Value Instl
Price$28.41
Change+$0.63 (+2.27%)
VolumeN/A
Net Assets23.68M
VISVX vs WSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VISVX vs. WSMVX commentary
Feb 04, 2026
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: 59.8B vs. WSMVX (23.7M). VISVX pays higher dividends than WSMVX: VISVX (1.74) vs WSMVX (1.01). VISVX was incepted earlier than WSMVX: VISVX (28 years) vs WSMVX (30 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 : 12.01 vs. WSMVX (9.31). VISVX return over 5 years is better than : 51.01 vs. WSMVX (23.42).
| 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 | 30 years | - |
| Gain YTD | 6.555 | 9.101 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8B | 23.7M | 252,321% |
| Annual Yield % from dividends | 1.74 | 1.01 | 173% |
| Returns for 1 year | 12.01 | 9.31 | 129% |
| Returns for 3 years | 29.81 | 11.58 | 257% |
| Returns for 5 years | 51.01 | 23.42 | 218% |
| Returns for 10 years | 161.74 | 58.78 | 275% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement