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VSIIX vs WSMVX
VSIIX vs WSMVX Comparison
Open Charts VSIIX vs WSMVX
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
Wilshire Small Company Value Instl
Price$27.16
Change-$0.31 (-1.13%)
VolumeN/A
Net Assets23.17M
VSIIX vs WSMVX Comparison Chart in %
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VSIIX vs. WSMVX commentary
Aug 18, 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 VSIIX is a Buy and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. WSMVX (23.2M). VSIIX pays higher dividends than WSMVX: VSIIX (2.08) vs WSMVX (1.52). VSIIX was incepted earlier than WSMVX: VSIIX (26 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than VSIIX (0.06). WSMVX is a more actively managed with annual turnover of: 53.00 vs. VSIIX (16.00). WSMVX has a lower initial minimum investment than VSIIX: WSMVX (250000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.63 vs. WSMVX (0.99). VSIIX return over 5 years is better than : 76.63 vs. WSMVX (53.04).
| VSIIX | WSMVX | VSIIX / WSMVX | |
| Total Expense Ratio | 0.06 | 1.10 | 5% |
| Annual Report Gross Expense Ratio | 0.06 | 1.70 | 4% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 2.672 | 4.021 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 23.2M | 243,103% |
| Annual Yield % from dividends | 2.08 | 1.52 | 137% |
| Returns for 1 year | 6.63 | 0.99 | 671% |
| Returns for 3 years | 19.32 | -1.14 | -1,699% |
| Returns for 5 years | 76.63 | 53.04 | 144% |
| Returns for 10 years | 99.67 | 25.99 | 383% |
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