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FSVQX vs VSIIX
FSVQX vs VSIIX Comparison
Open Charts FSVQX vs VSIIX
Clifford Capital Fcs Sm Cp Val Spr Instl
Price$11.85
Change-$0.16 (-1.33%)
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
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FSVQX vs VSIIX Comparison Chart
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FSVQX 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 FSVQX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. FSVQX (8.03M). FSVQX pays higher dividends than VSIIX: FSVQX (2.58) vs VSIIX (2.02). FSVQX was incepted earlier than VSIIX: FSVQX (5 years) vs VSIIX (25 years). FSVQX is a more actively managed with annual turnover of: 34.00 vs. VSIIX (16.00). FSVQX has a lower initial minimum investment than VSIIX: FSVQX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 21.77 vs. FSVQX (12.56).
| FSVQX | VSIIX | FSVQX / 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 | -0.835 | 10.459 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03M | 57.3B | 0% |
| Annual Yield % from dividends | 2.58 | 2.02 | 128% |
| Returns for 1 year | 12.56 | 21.77 | 58% |
| Returns for 3 years | -9.38 | 17.80 | -53% |
| Returns for 5 years | N/A | 55.85 | - |
| Returns for 10 years | N/A | 102.79 | - |
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