Interact to see
Advertisement
Advertisement
VRTIX vs WSCVX
VRTIX vs WSCVX Comparison
Open Charts VRTIX vs WSCVX
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
North Star Small Cap Value Investor
Price$15.46
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets30.25M
VRTIX vs WSCVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VRTIX vs. WSCVX 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 VRTIX is a Hold and WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. WSCVX (30.2M). VRTIX pays higher dividends than WSCVX: VRTIX (1.20) 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 : 7.92 vs. WSCVX (-6.53). VRTIX return over 5 years is better than : 52.70 vs. WSCVX (-6.31).
| 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 | 10.362 | 7.287 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 30.2M | 45,033% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 7.92 | -6.53 | -121% |
| Returns for 3 years | 41.48 | -6.29 | -660% |
| Returns for 5 years | 52.70 | -6.31 | -835% |
| Returns for 10 years | 120.39 | -22.96 | -524% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement