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AXVIX vs VISVX
AXVIX vs VISVX Comparison
Open Charts AXVIX vs VISVX
Acclivity Small Cap Value I
Price$16.50
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets29.35M
Vanguard Small Cap Value Index I
Price$44.85
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets51.69B
AXVIX vs VISVX Comparison Chart
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AXVIX vs. VISVX commentary
May 24, 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 AXVIX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. AXVIX (29.4M). VISVX pays higher dividends than AXVIX: VISVX (2.21) vs AXVIX (1.29). AXVIX was incepted earlier than VISVX: AXVIX (6 years) vs VISVX (27 years). AXVIX (1.04) is less costly to investors than VISVX (0.19). AXVIX is a more actively managed with annual turnover of: 96.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AXVIX: VISVX (3000) vs AXVIX (20000). VISVX annual gain was more profitable for investors over the last year : 1.44 vs. AXVIX (-9.76). AXVIX return over 5 years is better than : 106.64 vs. VISVX (89.18).
| AXVIX | VISVX | AXVIX / VISVX | |
| Total Expense Ratio | 0.48 | 0.19 | 253% |
| Annual Report Gross Expense Ratio | 1.04 | 0.19 | 547% |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | -9.978 | -5.511 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 3000 | 667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 51.7B | 0% |
| Annual Yield % from dividends | 1.29 | 2.21 | 59% |
| Returns for 1 year | -9.76 | 1.44 | -679% |
| Returns for 3 years | 10.98 | 19.15 | 57% |
| Returns for 5 years | 106.64 | 89.18 | 120% |
| Returns for 10 years | N/A | 79.27 | - |
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