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VSGIX vs WAMVX
VSGIX vs WAMVX Comparison
Open Charts VSGIX vs WAMVX
Vanguard Small Cap Growth Index I
Price$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
Wasatch Micro Cap Value
Price$4.50
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets350.37M
VSGIX vs WAMVX Comparison Chart in %
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VSGIX vs. WAMVX commentary
Sep 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 VSGIX is a Hold and WAMVX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. WAMVX (350M). VSGIX pays higher dividends than WAMVX: VSGIX (0.52) 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: 54.00 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 : 19.36 vs. VSGIX (18.22). VSGIX return over 5 years is better than : 42.24 vs. WAMVX (25.70).
| 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 | 6.230 | 7.656 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2000 | 250,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 350M | 11,029% |
| Annual Yield % from dividends | 0.52 | 0.00 | - |
| Returns for 1 year | 18.22 | 19.36 | 94% |
| Returns for 3 years | 42.63 | 49.50 | 86% |
| Returns for 5 years | 42.24 | 25.70 | 164% |
| Returns for 10 years | 141.96 | 52.91 | 268% |
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