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AXVNX vs VISVX
AXVNX vs VISVX Comparison
Open Charts AXVNX vs VISVX
Acclivity Small Cap Value N
Price$18.58
Change-$0.73 (-3.78%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
AXVNX vs VISVX Comparison Chart
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AXVNX vs. VISVX 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 AXVNX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. AXVNX (39.4M). VISVX pays higher dividends than AXVNX: VISVX (1.90) vs AXVNX (0.52). AXVNX was incepted earlier than VISVX: AXVNX (6 years) vs VISVX (27 years). AXVNX is a more actively managed with annual turnover of: 56.00 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 : 16.18 vs. AXVNX (5.60). AXVNX return over 5 years is better than : 68.13 vs. VISVX (52.67).
| AXVNX | VISVX | AXVNX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 27 years | - |
| Gain YTD | 3.199 | 14.945 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4M | 63B | 0% |
| Annual Yield % from dividends | 0.52 | 1.90 | 27% |
| Returns for 1 year | 5.60 | 16.18 | 35% |
| Returns for 3 years | 21.84 | 20.58 | 106% |
| Returns for 5 years | 68.13 | 52.67 | 129% |
| Returns for 10 years | N/A | 105.07 | - |
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