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VSIIX vs WSCVX
VSIIX vs WSCVX Comparison
Open Charts VSIIX vs WSCVX
Vanguard Small Cap Value Index I
Price$54.21
Change+$0.61 (+1.14%)
VolumeN/A
Net Assets59.85B
North Star Small Cap Value Investor
Price$15.71
Change+$0.21 (+1.35%)
VolumeN/A
Net Assets30.05M
VSIIX vs WSCVX Comparison Chart in %
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VSIIX vs. WSCVX commentary
Jan 16, 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 VSIIX is a Hold and WSCVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. WSCVX (30M). VSIIX pays higher dividends than WSCVX: VSIIX (1.96) vs WSCVX (0.00). VSIIX was incepted earlier than WSCVX: VSIIX (26 years) vs WSCVX (18 years). WSCVX (1.82) is less costly to investors than VSIIX (0.06). WSCVX is a more actively managed with annual turnover of: 29.00 vs. VSIIX (16.00). WSCVX has a lower initial minimum investment than VSIIX: WSCVX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 12.01 vs. WSCVX (7.02). VSIIX return over 5 years is better than : 53.02 vs. WSCVX (-25.37).
| VSIIX | WSCVX | VSIIX / WSCVX | |
| Total Expense Ratio | 0.06 | 1.22 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.82 | 3% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 6.545 | 8.420 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8B | 30M | 199,333% |
| Annual Yield % from dividends | 1.96 | 0.00 | - |
| Returns for 1 year | 12.01 | 7.02 | 171% |
| Returns for 3 years | 35.95 | 1.29 | 2,790% |
| Returns for 5 years | 53.02 | -25.37 | -209% |
| Returns for 10 years | 164.99 | 3.57 | 4,616% |
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