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DISIX vs VSMAX
DISIX vs VSMAX Comparison
Open Charts DISIX vs VSMAX
BNY Mellon Small Cap Stock Index I
Price$20.63
Change+$1.67 (+8.81%)
VolumeN/A
Net Assets748.98M
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
DISIX vs VSMAX Comparison Chart
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DISIX vs. VSMAX commentary
Apr 11, 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 DISIX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. DISIX (749M). DISIX pays higher dividends than VSMAX: DISIX (1.79) vs VSMAX (1.52). DISIX was incepted earlier than VSMAX: DISIX (9 years) vs VSMAX (24 years). DISIX (0.26) is less costly to investors than VSMAX (0.05). DISIX is a more actively managed with annual turnover of: 40.52 vs. VSMAX (12.00). DISIX has a lower initial minimum investment than VSMAX: DISIX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -13.67 vs. DISIX (-25.94). VSMAX return over 5 years is better than : 56.52 vs. DISIX (-5.31).
| DISIX | VSMAX | DISIX / VSMAX | |
| Total Expense Ratio | 0.26 | 0.05 | 520% |
| Annual Report Gross Expense Ratio | 0.26 | 0.05 | 520% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -21.164 | -19.288 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 749M | 143B | 1% |
| Annual Yield % from dividends | 1.79 | 1.52 | 118% |
| Returns for 1 year | -25.94 | -13.67 | 190% |
| Returns for 3 years | -36.58 | -5.11 | 715% |
| Returns for 5 years | -5.31 | 56.52 | -9% |
| Returns for 10 years | N/A | 63.59 | - |
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