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VSGIX vs WAMVX
VSGIX vs WAMVX Comparison
Open Charts VSGIX vs WAMVX
Vanguard Small Cap Growth Index I
Price$88.54
Change+$2.94 (+3.43%)
VolumeN/A
Net Assets39.31B
Wasatch Micro Cap Value
Price$4.37
Change-$0.13 (-2.89%)
VolumeN/A
Net Assets357.79M
VSGIX vs WAMVX Comparison Chart in %
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VSGIX vs. WAMVX commentary
Feb 05, 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 WAMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.3B vs. WAMVX (358M). VSGIX pays higher dividends than WAMVX: VSGIX (0.53) vs WAMVX (0.00). VSGIX was incepted earlier than WAMVX: VSGIX (26 years) vs WAMVX (23 years). WAMVX (1.71) is less costly to investors than VSGIX (0.06). WAMVX is a more actively managed with annual turnover of: 69.00 vs. VSGIX (21.00). WAMVX has a lower initial minimum investment than VSGIX: WAMVX (2000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 8.94 vs. WAMVX (4.80). VSGIX return over 5 years is better than : 9.46 vs. WAMVX (-6.62).
| VSGIX | WAMVX | VSGIX / WAMVX | |
| Total Expense Ratio | 0.06 | 1.71 | 4% |
| Annual Report Gross Expense Ratio | 0.06 | 1.71 | 4% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 4.189 | 6.326 | 66% |
| 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 | 358M | 10,978% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 8.94 | 4.80 | 186% |
| Returns for 3 years | 37.30 | 31.23 | 119% |
| Returns for 5 years | 9.46 | -6.62 | -143% |
| Returns for 10 years | 205.81 | 83.14 | 248% |
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