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VRTIX vs WSCVX
VRTIX vs WSCVX Comparison
Open Charts VRTIX vs WSCVX
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
North Star Small Cap Value Investor
Price$15.77
Change-$0.35 (-2.17%)
VolumeN/A
Net Assets31.38M
VRTIX vs WSCVX Comparison Chart in %
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VRTIX vs. WSCVX commentary
Nov 14, 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 VRTIX is a Hold and WSCVX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. WSCVX (31.4M). VRTIX pays higher dividends than WSCVX: VRTIX (1.18) vs WSCVX (0.00). VRTIX was incepted earlier than WSCVX: VRTIX (15 years) vs WSCVX (18 years). WSCVX (1.82) is less costly to investors than VRTIX (0.07). WSCVX is a more actively managed with annual turnover of: 29.00 vs. VRTIX (12.00). WSCVX has a lower initial minimum investment than VRTIX: WSCVX (2500) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. WSCVX (-6.06). VRTIX return over 5 years is better than : 42.91 vs. WSCVX (-9.25).
| VRTIX | WSCVX | VRTIX / WSCVX | |
| Total Expense Ratio | 0.07 | 1.22 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.82 | 4% |
| Fund Existence | 15 years | 18 years | - |
| Gain YTD | 10.359 | 11.867 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 31.4M | 44,268% |
| Annual Yield % from dividends | 1.18 | 0.00 | - |
| Returns for 1 year | 2.86 | -6.06 | -47% |
| Returns for 3 years | 31.84 | -9.79 | -325% |
| Returns for 5 years | 42.91 | -9.25 | -464% |
| Returns for 10 years | 123.36 | -17.16 | -719% |
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