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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$13.71
Change-$0.11 (-0.80%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
ADVGX vs VSIAX Comparison Chart
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ADVGX vs. VSIAX commentary
Nov 18, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. ADVGX (27.2M). 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 : 35.83 vs. VSIAX (28.76). VSIAX return over 5 years is better than : 57.44 vs. ADVGX (17.09).
| 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 | 20.263 | 15.498 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2M | 57.6B | 0% |
| Annual Yield % from dividends | 0.80 | 2.01 | 40% |
| Returns for 1 year | 35.83 | 28.76 | 125% |
| Returns for 3 years | 10.79 | 13.29 | 81% |
| Returns for 5 years | 17.09 | 57.44 | 30% |
| Returns for 10 years | -15.77 | 108.79 | -14% |