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MXTFX vs VSIAX
MXTFX vs VSIAX Comparison
Open Charts MXTFX vs VSIAX
Empower Small Cap Value Instl
Price$7.22
Change+$0.07 (+0.98%)
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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MXTFX vs VSIAX Comparison Chart
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MXTFX 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 MXTFX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. MXTFX (479M). MXTFX pays higher dividends than VSIAX: MXTFX (2.76) vs VSIAX (2.01). MXTFX was incepted earlier than VSIAX: MXTFX (9 years) vs VSIAX (13 years). MXTFX is a more actively managed with annual turnover of: 74.00 vs. VSIAX (16.00). MXTFX has a lower initial minimum investment than VSIAX: MXTFX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. MXTFX (11.30). VSIAX return over 5 years is better than : 57.13 vs. MXTFX (11.86).
| MXTFX | VSIAX | MXTFX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 7.840 | 11.368 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 57.3B | 1% |
| Annual Yield % from dividends | 2.76 | 2.01 | 137% |
| Returns for 1 year | 11.30 | 25.86 | 44% |
| Returns for 3 years | -8.27 | 21.48 | -38% |
| Returns for 5 years | 11.86 | 57.13 | 21% |
| Returns for 10 years | N/A | 109.18 | - |