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DVZRX vs VSIAX
DVZRX vs VSIAX Comparison
Open Charts DVZRX vs VSIAX
Delaware Small Cap Value R6
Price$77.97
Change-$0.85 (-1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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DVZRX vs VSIAX Comparison Chart
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DVZRX vs. VSIAX commentary
Sep 21, 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 DVZRX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. DVZRX (4.72B). VSIAX pays higher dividends than DVZRX: VSIAX (2.01) vs DVZRX (1.46). DVZRX was incepted earlier than VSIAX: DVZRX (8 years) vs VSIAX (13 years). DVZRX is a more actively managed with annual turnover of: 27.00 vs. VSIAX (16.00). DVZRX has a lower initial minimum investment than VSIAX: DVZRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. DVZRX (17.59). VSIAX return over 5 years is better than : 57.13 vs. DVZRX (29.20).
| DVZRX | VSIAX | DVZRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 11.354 | 11.368 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.72B | 57.3B | 8% |
| Annual Yield % from dividends | 1.46 | 2.01 | 73% |
| Returns for 1 year | 17.59 | 25.86 | 68% |
| Returns for 3 years | 6.20 | 21.48 | 29% |
| Returns for 5 years | 29.20 | 57.13 | 51% |
| Returns for 10 years | N/A | 109.18 | - |