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DRISX vs VISVX
DRISX vs VISVX Comparison
Open Charts DRISX vs VISVX
Foundry Partners Sm Cp Val Instl
Price$23.08
Change-$0.28 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.62 (-1.24%)
VolumeN/A
CapitalizationN/A
DRISX vs VISVX Comparison Chart
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DRISX vs. VISVX commentary
Dec 18, 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 DRISX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. DRISX (299M). VISVX pays higher dividends than DRISX: VISVX (1.90) vs DRISX (1.12). DRISX was incepted earlier than VISVX: DRISX (17 years) vs VISVX (27 years). DRISX is a more actively managed with annual turnover of: 115.98 vs. VISVX (16.00). VISVX has a lower initial minimum investment than DRISX: VISVX (3000) vs DRISX (100000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. DRISX (0.51). VISVX return over 5 years is better than : 52.67 vs. DRISX (10.30).
| DRISX | VISVX | DRISX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 7.649 | 14.945 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 63B | 0% |
| Annual Yield % from dividends | 1.12 | 1.90 | 59% |
| Returns for 1 year | 0.51 | 16.18 | 3% |
| Returns for 3 years | -8.79 | 20.58 | -43% |
| Returns for 5 years | 10.30 | 52.67 | 20% |
| Returns for 10 years | 5.48 | 105.07 | 5% |
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