Interact to see
Advertisement
Advertisement
VSGIX vs WAAEX
VSGIX vs WAAEX Comparison
Open Charts VSGIX vs WAAEX
Vanguard Small Cap Growth Index I
Price$87.99
Change+$1.06 (+1.22%)
VolumeN/A
Net Assets39.73B
Wasatch Small Cap Growth Investor
Price$39.54
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets1.48B
VSGIX vs WAAEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSGIX vs. WAAEX commentary
Dec 13, 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 VSGIX is a Buy and WAAEX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. WAAEX (1.48B). VSGIX pays higher dividends than WAAEX: VSGIX (0.55) 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: 28.00 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 : 4.91 vs. WAAEX (-10.26). VSGIX return over 5 years is better than : 22.89 vs. WAAEX (-30.08).
| 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 | 11.729 | -5.407 | -217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.7B | 1.48B | 2,692% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 4.91 | -10.26 | -48% |
| Returns for 3 years | 50.60 | 28.09 | 180% |
| Returns for 5 years | 22.89 | -30.08 | -76% |
| Returns for 10 years | 168.27 | -17.54 | -959% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement