Ad is loading...
AXVIX vs VSIIX
AXVIX vs VSIIX Comparison
Open Charts AXVIX vs VSIIX
Acclivity Small Cap Value I
Price$18.34
Change-$0.72 (-3.78%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
AXVIX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AXVIX vs. VSIIX commentary
Dec 19, 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 AXVIX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. AXVIX (39.4M). VSIIX pays higher dividends than AXVIX: VSIIX (2.02) vs AXVIX (0.96). AXVIX was incepted earlier than VSIIX: AXVIX (6 years) vs VSIIX (25 years). AXVIX is a more actively managed with annual turnover of: 56.00 vs. VSIIX (16.00). AXVIX has a lower initial minimum investment than VSIIX: AXVIX (20000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.22 vs. AXVIX (5.84). AXVIX return over 5 years is better than : 69.04 vs. VSIIX (52.86).
| AXVIX | VSIIX | AXVIX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 3.394 | 15.027 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4M | 63B | 0% |
| Annual Yield % from dividends | 0.96 | 2.02 | 48% |
| Returns for 1 year | 5.84 | 16.22 | 36% |
| Returns for 3 years | 22.28 | 20.66 | 108% |
| Returns for 5 years | 69.04 | 52.86 | 131% |
| Returns for 10 years | N/A | 105.75 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PURZX | 19.93 | N/A | N/A |
| PGIM Global Real Estate Z | |||
| TSNCX | 16.46 | -0.02 | -0.12% |
| Touchstone Sands Capital Select Growth C | |||
| JGQSX | 17.37 | -0.02 | -0.12% |
| Jensen Global Quality Growth J | |||
| PSCMX | 17.54 | -0.28 | -1.57% |
| Putnam Small Cap Value R6 | |||
| MGICX | 30.68 | -4.09 | -11.77% |
| MFS International Intrinsic Value C | |||