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FISVX vs VSIIX
FISVX vs VSIIX Comparison
Open Charts FISVX vs VSIIX
Fidelity Small Cap Value Index
Price$26.12
Change-$0.40 (-1.51%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
FISVX vs VSIIX Comparison Chart
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FISVX vs. VSIIX 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 FISVX is a StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. FISVX (1.32B). VSIIX (2.02) and FISVX (2.01) have matching dividends . FISVX was incepted earlier than VSIIX: FISVX (5 years) vs VSIIX (25 years). FISVX is a more actively managed with annual turnover of: 33.00 vs. VSIIX (16.00). FISVX has a lower initial minimum investment than VSIIX: FISVX (0) vs VSIIX (5000000). FISVX (26.01) and VSIIX (25.85) have marching annual gain over last year. VSIIX return over 5 years is better than : 57.12 vs. FISVX (39.33).
| FISVX | VSIIX | FISVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 9.205 | 11.364 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 57.3B | 2% |
| Annual Yield % from dividends | 2.01 | 2.02 | 99% |
| Returns for 1 year | 26.01 | 25.85 | 101% |
| Returns for 3 years | 12.56 | 21.47 | 59% |
| Returns for 5 years | 39.33 | 57.12 | 69% |
| Returns for 10 years | N/A | 109.23 | - |
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