Interact to see
Advertisement
Advertisement
VSGIX vs WAMVX
VSGIX vs WAMVX Comparison
Open Charts VSGIX vs WAMVX
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
Wasatch Micro Cap Value
Price$4.28
Change+$0.06 (+1.42%)
VolumeN/A
Net Assets338.69M
VSGIX vs WAMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSGIX vs. WAMVX commentary
Jul 06, 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 WAMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. WAMVX (339M). VSGIX pays higher dividends than WAMVX: VSGIX (0.55) vs WAMVX (0.00). VSGIX was incepted earlier than WAMVX: VSGIX (25 years) vs WAMVX (22 years). WAMVX (1.71) is less costly to investors than VSGIX (0.06). WAMVX is a more actively managed with annual turnover of: 59.00 vs. VSGIX (21.00). WAMVX has a lower initial minimum investment than VSGIX: WAMVX (2000) vs VSGIX (5000000). WAMVX annual gain was more profitable for investors over the last year : 19.89 vs. VSGIX (12.95). VSGIX return over 5 years is better than : 40.73 vs. WAMVX (30.49).
| VSGIX | WAMVX | VSGIX / WAMVX | |
| Total Expense Ratio | 0.06 | 1.71 | 4% |
| Annual Report Gross Expense Ratio | 0.06 | 1.71 | 4% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 0.607 | 2.392 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35B | 339M | 10,324% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 12.95 | 19.89 | 65% |
| Returns for 3 years | 41.88 | 48.61 | 86% |
| Returns for 5 years | 40.73 | 30.49 | 134% |
| Returns for 10 years | 116.42 | 40.22 | 289% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers