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SEVPX vs VSIIX
SEVPX vs VSIIX Comparison
Open Charts SEVPX vs VSIIX
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
SEVPX vs VSIIX Comparison Chart
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VS
VS
SEVPX vs. VSIIX commentary
Dec 19, 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 SEVPX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. SEVPX (351M). VSIIX pays higher dividends than SEVPX: VSIIX (2.02) vs SEVPX (0.13). SEVPX was incepted earlier than VSIIX: SEVPX (10 years) vs VSIIX (25 years). SEVPX is a more actively managed with annual turnover of: 28.00 vs. VSIIX (16.00). SEVPX has a lower initial minimum investment than VSIIX: SEVPX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.22 vs. SEVPX (13.95). VSIIX return over 5 years is better than : 52.86 vs. SEVPX (34.90).
| SEVPX | VSIIX | SEVPX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 11.711 | 15.027 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 63B | 1% |
| Annual Yield % from dividends | 0.13 | 2.02 | 7% |
| Returns for 1 year | 13.95 | 16.22 | 86% |
| Returns for 3 years | 16.84 | 20.66 | 81% |
| Returns for 5 years | 34.90 | 52.86 | 66% |
| Returns for 10 years | N/A | 105.75 | - |
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