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VIVAX vs WLCVX
VIVAX vs WLCVX Comparison
Open Charts VIVAX vs WLCVX
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
Wilshire Large Company Value Instl
Price$22.64
Change-$0.66 (-2.83%)
VolumeN/A
Net Assets176.61M
VIVAX vs WLCVX Comparison Chart in %
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VIVAX vs. WLCVX 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 VIVAX is a Hold and WLCVX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. WLCVX (177M). VIVAX pays higher dividends than WLCVX: VIVAX (1.84) vs WLCVX (1.23). VIVAX was incepted earlier than WLCVX: VIVAX (33 years) vs WLCVX (30 years). WLCVX (1.03) is less costly to investors than VIVAX (0.17). WLCVX is a more actively managed with annual turnover of: 38.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than WLCVX: VIVAX (3000) vs WLCVX (250000). VIVAX annual gain was more profitable for investors over the last year : 15.07 vs. WLCVX (6.01). VIVAX return over 5 years is better than : 66.25 vs. WLCVX (18.25).
| VIVAX | WLCVX | VIVAX / WLCVX | |
| Total Expense Ratio | 0.17 | 1.00 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.03 | 17% |
| Fund Existence | 33 years | 30 years | - |
| Gain YTD | 5.998 | 3.853 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 177M | 123,164% |
| Annual Yield % from dividends | 1.84 | 1.23 | 150% |
| Returns for 1 year | 15.07 | 6.01 | 251% |
| Returns for 3 years | 41.03 | 23.68 | 173% |
| Returns for 5 years | 66.25 | 18.25 | 363% |
| Returns for 10 years | 167.20 | 53.20 | 314% |
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