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VSIIX vs WSMVX
VSIIX vs WSMVX Comparison
Open Charts VSIIX vs WSMVX
Vanguard Small Cap Value Index I
Price$50.59
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets59.22B
Wilshire Small Company Value Instl
Price$28.30
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets22.98M
VSIIX vs WSMVX Comparison Chart in %
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VSIIX vs. WSMVX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. WSMVX (23M). VSIIX pays higher dividends than WSMVX: VSIIX (1.98) vs WSMVX (1.41). 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 : 10.21 vs. WSMVX (4.91). VSIIX return over 5 years is better than : 86.40 vs. WSMVX (63.70).
| 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 | 6.695 | 8.656 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 23M | 257,391% |
| Annual Yield % from dividends | 1.98 | 1.41 | 140% |
| Returns for 1 year | 10.21 | 4.91 | 208% |
| Returns for 3 years | 36.67 | 15.37 | 239% |
| Returns for 5 years | 86.40 | 63.70 | 136% |
| Returns for 10 years | 117.87 | 37.20 | 317% |
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