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VSGIX vs WSMGX
VSGIX vs WSMGX Comparison
Open Charts VSGIX vs WSMGX
Vanguard Small Cap Growth Index I
Price$88.54
Change+$2.94 (+3.43%)
VolumeN/A
Net Assets39.31B
Wilshire Small Company Growth Instl
Price$22.95
Change+$0.85 (+3.85%)
VolumeN/A
Net Assets22.96M
VSGIX vs WSMGX Comparison Chart in %
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VS
VS
VSGIX vs. WSMGX commentary
Feb 04, 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 WSMGX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.3B vs. WSMGX (23M). VSGIX pays higher dividends than WSMGX: VSGIX (0.53) vs WSMGX (0.00). VSGIX was incepted earlier than WSMGX: VSGIX (26 years) vs WSMGX (30 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 (8.94) and WSMGX (8.72) have marching annual gain over last year. VSGIX return over 5 years is better than : 9.46 vs. WSMGX (-38.36).
| VSGIX | WSMGX | VSGIX / WSMGX | |
| Total Expense Ratio | 0.06 | 1.10 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.67 | 4% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 4.189 | 3.612 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.3B | 23M | 170,870% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 8.94 | 8.72 | 103% |
| Returns for 3 years | 37.30 | 20.79 | 179% |
| Returns for 5 years | 9.46 | -38.36 | -25% |
| Returns for 10 years | 205.81 | 8.66 | 2,375% |
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