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AXVNX vs VISVX
AXVNX vs VISVX Comparison
Open Charts AXVNX vs VISVX
Acclivity Small Cap Value N
Price$18.31
Change+$0.25 (+1.38%)
VolumeN/A
Net Assets31.42M
Vanguard Small Cap Value Index I
Price$48.13
Change+$0.52 (+1.09%)
VolumeN/A
Net Assets54.02B
AXVNX vs VISVX Comparison Chart in %
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AXVNX vs. VISVX commentary
Jul 03, 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 AXVNX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. AXVNX (31.4M). VISVX pays higher dividends than AXVNX: VISVX (1.99) vs AXVNX (1.01). AXVNX was incepted earlier than VISVX: AXVNX (7 years) vs VISVX (27 years). AXVNX (1.27) is less costly to investors than VISVX (0.19). AXVNX is a more actively managed with annual turnover of: 96.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AXVNX: VISVX (3000) vs AXVNX (5000). VISVX annual gain was more profitable for investors over the last year : 10.01 vs. AXVNX (-0.96). AXVNX return over 5 years is better than : 108.60 vs. VISVX (90.96).
| AXVNX | VISVX | AXVNX / VISVX | |
| Total Expense Ratio | 0.73 | 0.19 | 384% |
| Annual Report Gross Expense Ratio | 1.27 | 0.19 | 668% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | -3.319 | 0.421 | -788% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.4M | 54B | 0% |
| Annual Yield % from dividends | 1.01 | 1.99 | 51% |
| Returns for 1 year | -0.96 | 10.01 | -10% |
| Returns for 3 years | 24.12 | 32.65 | 74% |
| Returns for 5 years | 108.60 | 90.96 | 119% |
| Returns for 10 years | N/A | 92.43 | - |
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