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VSIIX vs WSMVX
VSIIX vs WSMVX Comparison
Open Charts VSIIX vs WSMVX
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
Wilshire Small Company Value Instl
Price$28.41
Change+$0.63 (+2.27%)
VolumeN/A
Net Assets23.68M
VSIIX vs WSMVX Comparison Chart in %
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VS
VSIIX vs. WSMVX 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 VSIIX is a StrongBuy and WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. WSMVX (23.7M). VSIIX pays higher dividends than WSMVX: VSIIX (1.86) vs WSMVX (1.01). VSIIX was incepted earlier than WSMVX: VSIIX (26 years) vs WSMVX (30 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 : 12.05 vs. WSMVX (9.31). VSIIX return over 5 years is better than : 51.14 vs. WSMVX (23.42).
| 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 | 30 years | - |
| Gain YTD | 6.545 | 9.101 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8B | 23.7M | 252,321% |
| Annual Yield % from dividends | 1.86 | 1.01 | 185% |
| Returns for 1 year | 12.05 | 9.31 | 129% |
| Returns for 3 years | 29.92 | 11.58 | 258% |
| Returns for 5 years | 51.14 | 23.42 | 218% |
| Returns for 10 years | 162.42 | 58.78 | 276% |
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