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VSGIX vs WAAEX
VSGIX vs WAAEX Comparison
Open Charts VSGIX vs WAAEX
Vanguard Small Cap Growth Index I
Price$88.54
Change+$2.94 (+3.43%)
VolumeN/A
Net Assets39.31B
Wasatch Small Cap Growth Investor
Price$37.30
Change-$1.45 (-3.74%)
VolumeN/A
Net Assets1.37B
VSGIX vs WAAEX Comparison Chart in %
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VS
VSGIX vs. WAAEX 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 VSGIX is a Hold and WAAEX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.3B vs. WAAEX (1.37B). VSGIX pays higher dividends than WAAEX: VSGIX (0.53) vs WAAEX (0.00). VSGIX was incepted earlier than WAAEX: VSGIX (26 years) vs WAAEX (39 years). WAAEX (1.15) is less costly to investors than VSGIX (0.06). WAAEX is a more actively managed with annual turnover of: 39.00 vs. VSGIX (21.00). WAAEX has a lower initial minimum investment than VSGIX: WAAEX (2000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 8.94 vs. WAAEX (-14.21). VSGIX return over 5 years is better than : 9.46 vs. WAAEX (-38.60).
| VSGIX | WAAEX | VSGIX / WAAEX | |
| Total Expense Ratio | 0.06 | 1.15 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.15 | 5% |
| Fund Existence | 26 years | 39 years | - |
| Gain YTD | 4.189 | -0.241 | -1,740% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.3B | 1.37B | 2,879% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 8.94 | -14.21 | -63% |
| Returns for 3 years | 37.30 | 6.30 | 592% |
| Returns for 5 years | 9.46 | -38.60 | -25% |
| Returns for 10 years | 205.81 | 5.64 | 3,652% |
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