WSCVX vs. VSIIX
Compare and contrast key facts about Walthausen Small Cap Value Fund (WSCVX) and Vanguard Small-Cap Value Index Fund Institutional Shares (VSIIX).
WSCVX is managed by Walthausen Funds. It was launched on Feb 1, 2008. VSIIX is managed by Vanguard. It was launched on Dec 7, 1999.
Performance
WSCVX vs. VSIIX - Performance Comparison
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WSCVX vs. VSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WSCVX Walthausen Small Cap Value Fund | 5.18% | 13.80% | 29.11% | 7.98% |
VSIIX Vanguard Small-Cap Value Index Fund Institutional Shares | 0.79% | 9.10% | 11.37% | 11.91% |
Returns By Period
In the year-to-date period, WSCVX achieves a 5.18% return, which is significantly higher than VSIIX's 0.79% return.
WSCVX
- 1D
- -0.97%
- 1M
- -8.52%
- YTD
- 5.18%
- 6M
- 7.26%
- 1Y
- 27.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VSIIX
- 1D
- -0.41%
- 1M
- -7.11%
- YTD
- 0.79%
- 6M
- 2.85%
- 1Y
- 16.28%
- 3Y*
- 12.52%
- 5Y*
- 7.36%
- 10Y*
- 9.85%
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WSCVX vs. VSIIX - Expense Ratio Comparison
WSCVX has a 1.21% expense ratio, which is higher than VSIIX's 0.06% expense ratio.
Return for Risk
WSCVX vs. VSIIX — Risk / Return Rank
WSCVX
VSIIX
WSCVX vs. VSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Walthausen Small Cap Value Fund (WSCVX) and Vanguard Small-Cap Value Index Fund Institutional Shares (VSIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WSCVX | VSIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.82 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.28 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.04 | +0.87 |
Martin ratioReturn relative to average drawdown | 7.28 | 4.29 | +2.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WSCVX | VSIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.82 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.37 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.42 | +0.58 |
Correlation
The correlation between WSCVX and VSIIX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WSCVX vs. VSIIX - Dividend Comparison
WSCVX's dividend yield for the trailing twelve months is around 12.58%, more than VSIIX's 1.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSCVX Walthausen Small Cap Value Fund | 12.58% | 13.23% | 28.71% | 9.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VSIIX Vanguard Small-Cap Value Index Fund Institutional Shares | 1.96% | 1.96% | 1.99% | 2.10% | 2.04% | 1.76% | 1.69% | 2.07% | 2.36% | 1.80% | 1.77% | 1.99% |
Drawdowns
WSCVX vs. VSIIX - Drawdown Comparison
The maximum WSCVX drawdown since its inception was -22.34%, smaller than the maximum VSIIX drawdown of -62.05%. Use the drawdown chart below to compare losses from any high point for WSCVX and VSIIX.
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Drawdown Indicators
| WSCVX | VSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.34% | -62.05% | +39.71% |
Max Drawdown (1Y)Largest decline over 1 year | -13.05% | -14.16% | +1.11% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.09% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.38% | — |
Current DrawdownCurrent decline from peak | -8.96% | -8.24% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -8.57% | +4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 3.42% | 0.00% |
Volatility
WSCVX vs. VSIIX - Volatility Comparison
Walthausen Small Cap Value Fund (WSCVX) has a higher volatility of 5.15% compared to Vanguard Small-Cap Value Index Fund Institutional Shares (VSIIX) at 4.89%. This indicates that WSCVX's price experiences larger fluctuations and is considered to be riskier than VSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSCVX | VSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 4.89% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 12.48% | 11.02% | +1.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.26% | 20.61% | +0.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.35% | 19.83% | +2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 21.81% | +0.54% |