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FISVX vs VSIIX
FISVX vs VSIIX Comparison
Open Charts FISVX vs VSIIX
Fidelity Small Cap Value Index
Price$27.97
Change-$0.25 (-0.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.45
Change-$0.30 (-0.58%)
VolumeN/A
CapitalizationN/A
FISVX vs VSIIX Comparison Chart
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VS
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FISVX vs. VSIIX commentary
Dec 04, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. FISVX (1.43B). 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). VSIIX (26.22) and FISVX (25.87) have marching annual gain over last year. VSIIX return over 5 years is better than : 63.81 vs. FISVX (44.84).
| 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 | 16.940 | 19.535 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 57.6B | 2% |
| Annual Yield % from dividends | 2.01 | 2.02 | 99% |
| Returns for 1 year | 25.87 | 26.22 | 99% |
| Returns for 3 years | 17.62 | 26.36 | 67% |
| Returns for 5 years | 44.84 | 63.81 | 70% |
| Returns for 10 years | N/A | 114.12 | - |
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