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ADVGX vs VSIAX
ADVGX vs VSIAX Comparison
Open Charts ADVGX vs VSIAX
North Square Select Small Cap I
Price$12.35
Change+$0.43 (+3.61%)
VolumeN/A
Net Assets23.55M
Vanguard Small Cap Value Index Admiral
Price$82.75
Change+$2.93 (+3.67%)
VolumeN/A
Net Assets51.69B
ADVGX vs VSIAX Comparison Chart
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ADVGX vs. VSIAX commentary
May 13, 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 ADVGX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. ADVGX (23.6M). VSIAX pays higher dividends than ADVGX: VSIAX (2.34) vs ADVGX (0.13). ADVGX was incepted earlier than VSIAX: ADVGX (16 years) vs VSIAX (14 years). ADVGX (1.14) is less costly to investors than VSIAX (0.07). ADVGX is a more actively managed with annual turnover of: 52.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than ADVGX: VSIAX (3000) vs ADVGX (1000000). ADVGX (-0.72) and VSIAX (-0.72) have marching annual gain over last year. VSIAX return over 5 years is better than : 108.22 vs. ADVGX (52.89).
| ADVGX | VSIAX | ADVGX / VSIAX | |
| Total Expense Ratio | 0.94 | 0.07 | 1,343% |
| Annual Report Gross Expense Ratio | 1.14 | 0.07 | 1,629% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -8.449 | -6.127 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6M | 51.7B | 0% |
| Annual Yield % from dividends | 0.13 | 2.34 | 6% |
| Returns for 1 year | -0.72 | -0.72 | 100% |
| Returns for 3 years | 17.84 | 17.11 | 104% |
| Returns for 5 years | 52.89 | 108.22 | 49% |
| Returns for 10 years | -21.12 | 77.30 | -27% |
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