Ad is loading...
SCVJX vs VSIIX
SCVJX vs VSIIX Comparison
Open Charts SCVJX vs VSIIX
Allspring Small Company Value R6
Price$38.31
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets654.81M
Vanguard Small Cap Value Index I
Price$49.14
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
SCVJX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SCVJX vs. VSIIX commentary
Jan 19, 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 SCVJX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. SCVJX (655M). VSIIX pays higher dividends than SCVJX: VSIIX (2.02) vs SCVJX (0.99). SCVJX was incepted earlier than VSIIX: SCVJX (8 years) vs VSIIX (25 years). SCVJX is a more actively managed with annual turnover of: 87.00 vs. VSIIX (16.00). SCVJX has a lower initial minimum investment than VSIIX: SCVJX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 18.50 vs. SCVJX (10.17). VSIIX return over 5 years is better than : 50.39 vs. SCVJX (33.96).
| SCVJX | VSIIX | SCVJX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 3.039 | 3.214 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 58.3B | 1% |
| Annual Yield % from dividends | 0.99 | 2.02 | 49% |
| Returns for 1 year | 10.17 | 18.50 | 55% |
| Returns for 3 years | 5.40 | 17.06 | 32% |
| Returns for 5 years | 33.96 | 50.39 | 67% |
| Returns for 10 years | N/A | 109.67 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...