SEVSX
Price
$24.13
Change
-$0.90 (-3.60%)
Updated
Dec 18 closing price
VISVX
Price
$47.56
Change
-$1.86 (-3.76%)
Updated
Dec 18 closing price
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SEVSX vs VISVX

Header iconSEVSX vs VISVX Comparison
Open Charts SEVSX vs VISVXBanner chart's image
NAA SMid Cap Value C
Price$24.13
Change-$0.90 (-3.60%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
SEVSX vs VISVX Comparison Chart
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VS
SEVSX vs. VISVX 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 SEVSX is a Hold and VISVX is a Hold.

FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. SEVSX (351M). VISVX pays higher dividends than SEVSX: VISVX (1.90) vs SEVSX (0.00). SEVSX was incepted earlier than VISVX: SEVSX (26 years) vs VISVX (27 years). SEVSX is a more actively managed with annual turnover of: 28.00 vs. VISVX (16.00). SEVSX has a lower initial minimum investment than VISVX: SEVSX (2500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. SEVSX (13.00). VISVX return over 5 years is better than : 52.67 vs. SEVSX (20.51).
SEVSXVISVXSEVSX / VISVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence26 years27 years-
Gain YTD10.85014.94573%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets351M63B1%
Annual Yield % from dividends0.001.90-
Returns for 1 year13.0016.1880%
Returns for 3 years9.8820.5848%
Returns for 5 years20.5152.6739%
Returns for 10 years-6.72105.07-6%
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