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DVLRX vs VSIAX
DVLRX vs VSIAX Comparison
Open Charts DVLRX vs VSIAX
Delaware Small Cap Value R
Price$63.76
Change-$0.97 (-1.50%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.58
Change-$1.09 (-1.22%)
VolumeN/A
CapitalizationN/A
DVLRX vs VSIAX Comparison Chart
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DVLRX vs. VSIAX 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 DVLRX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. DVLRX (4.18B). VSIAX pays higher dividends than DVLRX: VSIAX (2.01) vs DVLRX (1.15). DVLRX was incepted earlier than VSIAX: DVLRX (22 years) vs VSIAX (13 years). DVLRX is a more actively managed with annual turnover of: 27.00 vs. VSIAX (16.00). DVLRX has a lower initial minimum investment than VSIAX: DVLRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 16.23 vs. DVLRX (4.16). VSIAX return over 5 years is better than : 52.83 vs. DVLRX (10.57).
| DVLRX | VSIAX | DVLRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 2.861 | 15.031 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 63B | 7% |
| Annual Yield % from dividends | 1.15 | 2.01 | 57% |
| Returns for 1 year | 4.16 | 16.23 | 26% |
| Returns for 3 years | -7.50 | 20.67 | -36% |
| Returns for 5 years | 10.57 | 52.83 | 20% |
| Returns for 10 years | 24.32 | 105.65 | 23% |
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