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AXVIX vs VSIIX
AXVIX vs VSIIX Comparison
Open Charts AXVIX vs VSIIX
Acclivity Small Cap Value I
Price$18.17
Change-$0.45 (-2.42%)
VolumeN/A
Net Assets37.21M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
AXVIX vs VSIIX Comparison Chart
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AXVIX vs. VSIIX commentary
Feb 23, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. AXVIX (37.2M). 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 : 9.99 vs. AXVIX (1.06). AXVIX return over 5 years is better than : 66.08 vs. VSIIX (47.63).
| 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 | -1.464 | -0.294 | 498% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.2M | 60.2B | 0% |
| Annual Yield % from dividends | 0.96 | 2.02 | 48% |
| Returns for 1 year | 1.06 | 9.99 | 11% |
| Returns for 3 years | 16.14 | 17.99 | 90% |
| Returns for 5 years | 66.08 | 47.63 | 139% |
| Returns for 10 years | N/A | 90.58 | - |
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