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MSVSX vs VSIIX
MSVSX vs VSIIX Comparison
Open Charts MSVSX vs VSIIX
MassMutual Small Company Val R5
Price$8.86
Change-$0.26 (-2.85%)
VolumeN/A
Net Assets47.54M
Vanguard Small Cap Value Index I
Price$45.13
Change-$1.28 (-2.76%)
VolumeN/A
Net Assets51.69B
MSVSX vs VSIIX Comparison Chart
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MSVSX vs. VSIIX commentary
May 22, 2025
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 MSVSX is a Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. MSVSX (47.5M). VSIIX pays higher dividends than MSVSX: VSIIX (2.35) vs MSVSX (1.48). MSVSX was incepted earlier than VSIIX: MSVSX (23 years) vs VSIIX (25 years). MSVSX (1.16) is less costly to investors than VSIIX (0.06). MSVSX is a more actively managed with annual turnover of: 57.00 vs. VSIIX (16.00). MSVSX has a lower initial minimum investment than VSIIX: MSVSX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 2.56 vs. MSVSX (-0.10). VSIIX return over 5 years is better than : 95.60 vs. MSVSX (41.39).
| MSVSX | VSIIX | MSVSX / VSIIX | |
| Total Expense Ratio | 0.96 | 0.06 | 1,600% |
| Annual Report Gross Expense Ratio | 1.16 | 0.06 | 1,933% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -6.366 | -2.359 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.5M | 51.7B | 0% |
| Annual Yield % from dividends | 1.48 | 2.35 | 63% |
| Returns for 1 year | -0.10 | 2.56 | -4% |
| Returns for 3 years | -5.98 | 23.76 | -25% |
| Returns for 5 years | 41.39 | 95.60 | 43% |
| Returns for 10 years | -33.45 | 83.58 | -40% |
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