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VISVX vs WSMVX
VISVX vs WSMVX Comparison
Open Charts VISVX vs WSMVX
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
Wilshire Small Company Value Instl
Price$26.74
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets23.35M
VISVX vs WSMVX Comparison Chart in %
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VISVX vs. WSMVX commentary
Jul 27, 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: 55.6B vs. WSMVX (23.4M). VISVX pays higher dividends than WSMVX: VISVX (1.99) vs WSMVX (1.55). 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 : 5.54 vs. WSMVX (-5.52). VISVX return over 5 years is better than : 88.78 vs. WSMVX (62.86).
| 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 | 2.868 | 2.413 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 23.4M | 237,607% |
| Annual Yield % from dividends | 1.99 | 1.55 | 129% |
| Returns for 1 year | 5.54 | -5.52 | -100% |
| Returns for 3 years | 30.99 | 6.79 | 457% |
| Returns for 5 years | 88.78 | 62.86 | 141% |
| Returns for 10 years | 102.36 | 24.76 | 413% |
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