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VSCPX vs WSCVX
VSCPX vs WSCVX Comparison
Open Charts VSCPX vs WSCVX
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
North Star Small Cap Value Investor
Price$14.79
Change+$0.13 (+0.89%)
VolumeN/A
Net Assets30.56M
VSCPX vs WSCVX Comparison Chart in %
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VSCPX vs. WSCVX commentary
Jul 07, 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 VSCPX is a StrongBuy and WSCVX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. WSCVX (30.6M). VSCPX pays higher dividends than WSCVX: VSCPX (1.42) vs WSCVX (0.00). VSCPX was incepted earlier than WSCVX: VSCPX (15 years) vs WSCVX (17 years). WSCVX (1.82) is less costly to investors than VSCPX (0.03). WSCVX is a more actively managed with annual turnover of: 29.00 vs. VSCPX (13.00). WSCVX has a lower initial minimum investment than VSCPX: WSCVX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 12.26 vs. WSCVX (-3.77). VSCPX return over 5 years is better than : 69.56 vs. WSCVX (-0.64).
| VSCPX | WSCVX | VSCPX / WSCVX | |
| Total Expense Ratio | 0.03 | 1.22 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.82 | 2% |
| Fund Existence | 15 years | 17 years | - |
| Gain YTD | 1.452 | 2.637 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 2500 | 4,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 30.6M | 483,660% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 12.26 | -3.77 | -325% |
| Returns for 3 years | 37.96 | -5.14 | -738% |
| Returns for 5 years | 69.56 | -0.64 | -10,841% |
| Returns for 10 years | 109.40 | -30.38 | -360% |
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