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ADVGX vs VSIAX
ADVGX vs VSIAX Comparison
Open Charts ADVGX vs VSIAX
North Square Advisory Rsrch Sm Cp Val I
Price$13.32
Change-$0.52 (-3.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
ADVGX vs VSIAX Comparison Chart
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ADVGX vs. VSIAX commentary
Dec 19, 2024
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 ADVGX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. ADVGX (27.4M). VSIAX pays higher dividends than ADVGX: VSIAX (2.01) vs ADVGX (0.80). ADVGX was incepted earlier than VSIAX: ADVGX (15 years) vs VSIAX (13 years). ADVGX is a more actively managed with annual turnover of: 45.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than ADVGX: VSIAX (3000) vs ADVGX (1000000). ADVGX annual gain was more profitable for investors over the last year : 23.31 vs. VSIAX (16.23). VSIAX return over 5 years is better than : 52.83 vs. ADVGX (15.04).
| ADVGX | VSIAX | ADVGX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 21.404 | 15.031 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4M | 63B | 0% |
| Annual Yield % from dividends | 0.80 | 2.01 | 40% |
| Returns for 1 year | 23.31 | 16.23 | 144% |
| Returns for 3 years | 15.69 | 20.67 | 76% |
| Returns for 5 years | 15.04 | 52.83 | 28% |
| Returns for 10 years | -5.61 | 105.65 | -5% |
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