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FSCWX vs VSIIX
FSCWX vs VSIIX Comparison
Open Charts FSCWX vs VSIIX
Nuveen Small Cap Value R6
Price$32.72
Change-$0.36 (-1.09%)
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
FSCWX vs VSIIX Comparison Chart
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FSCWX 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 FSCWX is a StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. FSCWX (439M). VSIIX pays higher dividends than FSCWX: VSIIX (2.02) vs FSCWX (1.09). FSCWX was incepted earlier than VSIIX: FSCWX (8 years) vs VSIIX (25 years). FSCWX is a more actively managed with annual turnover of: 31.00 vs. VSIIX (16.00). FSCWX has a lower initial minimum investment than VSIIX: FSCWX (1000000) vs VSIIX (5000000). VSIIX (25.85) and FSCWX (25.39) have marching annual gain over last year. VSIIX return over 5 years is better than : 57.12 vs. FSCWX (50.35).
| FSCWX | VSIIX | FSCWX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 12.711 | 11.364 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 439M | 57.3B | 1% |
| Annual Yield % from dividends | 1.09 | 2.02 | 54% |
| Returns for 1 year | 25.39 | 25.85 | 98% |
| Returns for 3 years | 23.07 | 21.47 | 107% |
| Returns for 5 years | 50.35 | 57.12 | 88% |
| Returns for 10 years | N/A | 109.23 | - |
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