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ICVPX vs VSIAX
ICVPX vs VSIAX Comparison
Open Charts ICVPX vs VSIAX
VY® Columbia Small Cap Value II S2
Price$15.84
Change-$0.17 (-1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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ICVPX vs VSIAX Comparison Chart
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ICVPX vs. VSIAX 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 ICVPX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. ICVPX (139M). VSIAX pays higher dividends than ICVPX: VSIAX (2.01) vs ICVPX (0.40). ICVPX was incepted earlier than VSIAX: ICVPX (16 years) vs VSIAX (13 years). ICVPX is a more actively managed with annual turnover of: 73.00 vs. VSIAX (16.00). ICVPX has a lower initial minimum investment than VSIAX: ICVPX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. ICVPX (13.95). VSIAX return over 5 years is better than : 57.13 vs. ICVPX (16.02).
| ICVPX | VSIAX | ICVPX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 1.079 | 11.368 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 57.3B | 0% |
| Annual Yield % from dividends | 0.40 | 2.01 | 20% |
| Returns for 1 year | 13.95 | 25.86 | 54% |
| Returns for 3 years | -12.45 | 21.48 | -58% |
| Returns for 5 years | 16.02 | 57.13 | 28% |
| Returns for 10 years | 7.93 | 109.18 | 7% |