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VRTIX vs WSCVX
VRTIX vs WSCVX Comparison
Open Charts VRTIX vs WSCVX
Vanguard Russell 2000 Index I
Price$410.43
Change+$3.56 (+0.87%)
VolumeN/A
Net Assets14.31B
North Star Small Cap Value Investor
Price$15.71
Change+$0.21 (+1.35%)
VolumeN/A
Net Assets30.05M
VRTIX vs WSCVX Comparison Chart in %
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VRTIX vs. WSCVX commentary
Jan 16, 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 VRTIX is a Hold and WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. WSCVX (30M). VRTIX pays higher dividends than WSCVX: VRTIX (1.25) 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 (14.00). 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 : 18.62 vs. WSCVX (7.02). VRTIX return over 5 years is better than : 28.21 vs. WSCVX (-25.37).
| 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 | 7.789 | 8.420 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 30M | 47,667% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 18.62 | 7.02 | 265% |
| Returns for 3 years | 43.68 | 1.29 | 3,390% |
| Returns for 5 years | 28.21 | -25.37 | -111% |
| Returns for 10 years | 177.44 | 3.57 | 4,964% |
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