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VSGIX vs WIAEX
VSGIX vs WIAEX Comparison
Open Charts VSGIX vs WIAEX
Vanguard Small Cap Growth Index I
Price$75.25
Change-$1.25 (-1.63%)
VolumeN/A
Net Assets34.95B
Wasatch Small Cap Growth Institutional
Price$39.18
Change-$0.99 (-2.46%)
VolumeN/A
Net Assets1.85B
VSGIX vs WIAEX Comparison Chart
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VSGIX vs. WIAEX commentary
Jun 15, 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 WIAEX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. WIAEX (1.85B). VSGIX pays higher dividends than WIAEX: VSGIX (0.58) vs WIAEX (0.00). VSGIX was incepted earlier than WIAEX: VSGIX (25 years) vs WIAEX (9 years). WIAEX (1.07) is less costly to investors than VSGIX (0.06). WIAEX is a more actively managed with annual turnover of: 27.00 vs. VSGIX (21.00). WIAEX has a lower initial minimum investment than VSGIX: WIAEX (100000) vs VSGIX (5000000). WIAEX annual gain was more profitable for investors over the last year : 7.67 vs. VSGIX (7.16). VSGIX return over 5 years is better than : 40.60 vs. WIAEX (-2.68).
| VSGIX | WIAEX | VSGIX / WIAEX | |
| Total Expense Ratio | 0.06 | 1.05 | 6% |
| Annual Report Gross Expense Ratio | 0.06 | 1.07 | 6% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -4.502 | -8.071 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000 | 5,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35B | 1.85B | 1,896% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 7.16 | 7.67 | 93% |
| Returns for 3 years | 38.64 | 26.92 | 144% |
| Returns for 5 years | 40.60 | -2.68 | -1,513% |
| Returns for 10 years | 101.47 | N/A | - |
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