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VSGIX vs WSMGX
VSGIX vs WSMGX Comparison
Open Charts VSGIX vs WSMGX
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
Wilshire Small Company Growth Instl
Price$20.80
Change-$0.28 (-1.33%)
VolumeN/A
Net Assets22.75M
VSGIX vs WSMGX Comparison Chart in %
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VSGIX vs. WSMGX commentary
Aug 17, 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 WSMGX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. WSMGX (22.8M). VSGIX pays higher dividends than WSMGX: VSGIX (0.54) vs WSMGX (0.00). VSGIX was incepted earlier than WSMGX: VSGIX (25 years) vs WSMGX (29 years). WSMGX (1.67) is less costly to investors than VSGIX (0.06). WSMGX is a more actively managed with annual turnover of: 63.00 vs. VSGIX (21.00). WSMGX has a lower initial minimum investment than VSGIX: WSMGX (250000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.52 vs. WSMGX (4.84). VSGIX return over 5 years is better than : 34.27 vs. WSMGX (-33.05).
| VSGIX | WSMGX | VSGIX / WSMGX | |
| Total Expense Ratio | 0.06 | 1.10 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.67 | 4% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 2.257 | 1.513 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.5B | 22.8M | 164,474% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 12.52 | 4.84 | 259% |
| Returns for 3 years | 21.63 | -11.60 | -186% |
| Returns for 5 years | 34.27 | -33.05 | -104% |
| Returns for 10 years | 121.03 | -23.19 | -522% |
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