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AVFIX vs VSIAX
AVFIX vs VSIAX Comparison
Open Charts AVFIX vs VSIAX
American Beacon Small Cp Val R5
Price$27.86
Change-$0.42 (-1.49%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.58
Change-$1.09 (-1.22%)
VolumeN/A
CapitalizationN/A
AVFIX vs VSIAX Comparison Chart
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AVFIX vs. VSIAX commentary
Dec 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 AVFIX is a Sell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. AVFIX (4.67B). VSIAX pays higher dividends than AVFIX: VSIAX (2.01) vs AVFIX (1.41). AVFIX was incepted earlier than VSIAX: AVFIX (26 years) vs VSIAX (13 years). AVFIX is a more actively managed with annual turnover of: 52.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than AVFIX: VSIAX (3000) vs AVFIX (250000). VSIAX annual gain was more profitable for investors over the last year : 16.23 vs. AVFIX (10.59). VSIAX return over 5 years is better than : 52.83 vs. AVFIX (17.45).
| AVFIX | VSIAX | AVFIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 11.708 | 15.031 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 63B | 7% |
| Annual Yield % from dividends | 1.41 | 2.01 | 70% |
| Returns for 1 year | 10.59 | 16.23 | 65% |
| Returns for 3 years | -7.53 | 20.67 | -36% |
| Returns for 5 years | 17.45 | 52.83 | 33% |
| Returns for 10 years | 4.10 | 105.65 | 4% |
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