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FTMSX vs VSIIX
FTMSX vs VSIIX Comparison
Open Charts FTMSX vs VSIIX
FullerThaler Behvrl Mcr-Cp Eq Instl
Price$26.60
Change+$0.32 (+1.22%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.09
Change+$0.36 (+0.75%)
VolumeN/A
CapitalizationN/A
FTMSX vs VSIIX Comparison Chart
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FTMSX vs. VSIIX commentary
Dec 25, 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 FTMSX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. FTMSX (20M). VSIIX pays higher dividends than FTMSX: VSIIX (2.02) vs FTMSX (0.00). FTMSX was incepted earlier than VSIIX: FTMSX (6 years) vs VSIIX (25 years). FTMSX is a more actively managed with annual turnover of: 78.00 vs. VSIIX (16.00). FTMSX has a lower initial minimum investment than VSIIX: FTMSX (100000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.43 vs. FTMSX (1.51). VSIIX return over 5 years is better than : 48.55 vs. FTMSX (14.49).
| FTMSX | VSIIX | FTMSX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 1.506 | 11.504 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20M | 63B | 0% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | 1.51 | 11.43 | 13% |
| Returns for 3 years | -20.24 | 14.74 | -137% |
| Returns for 5 years | 14.49 | 48.55 | 30% |
| Returns for 10 years | N/A | 96.18 | - |
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