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AVALX vs VSIIX
AVALX vs VSIIX Comparison
Open Charts AVALX vs VSIIX
Vanguard Small Cap Value Index I
Price$50.51
Change-$0.21 (-0.41%)
VolumeN/A
CapitalizationN/A
AVALX vs VSIIX Comparison Chart
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VS
VS
AVALX vs. VSIIX commentary
Nov 14, 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 AVALX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. AVALX (348M). VSIIX pays higher dividends than AVALX: VSIIX (2.02) vs AVALX (0.63). AVALX was incepted earlier than VSIIX: AVALX (27 years) vs VSIIX (25 years). VSIIX is a more actively managed with annual turnover of: 16.00 vs. AVALX (2.00). AVALX has a lower initial minimum investment than VSIIX: AVALX (10000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 36.22 vs. AVALX (21.34). AVALX return over 5 years is better than : 151.60 vs. VSIIX (61.33).
| AVALX | VSIIX | AVALX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 13.154 | 17.839 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 57.6B | 1% |
| Annual Yield % from dividends | 0.63 | 2.02 | 31% |
| Returns for 1 year | 21.34 | 36.22 | 59% |
| Returns for 3 years | 38.83 | 15.71 | 247% |
| Returns for 5 years | 151.60 | 61.33 | 247% |
| Returns for 10 years | 139.13 | 113.51 | 123% |