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SEVSX vs VSIIX
SEVSX vs VSIIX Comparison
Open Charts SEVSX vs VSIIX
Vanguard Small Cap Value Index I
Price$47.64
Change-$1.87 (-3.78%)
VolumeN/A
CapitalizationN/A
SEVSX vs VSIIX Comparison Chart
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VS
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SEVSX 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 SEVSX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. SEVSX (351M). VSIIX pays higher dividends than SEVSX: VSIIX (2.02) vs SEVSX (0.00). SEVSX was incepted earlier than VSIIX: SEVSX (26 years) vs VSIIX (25 years). SEVSX is a more actively managed with annual turnover of: 28.00 vs. VSIIX (16.00). SEVSX has a lower initial minimum investment than VSIIX: SEVSX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 16.22 vs. SEVSX (13.00). VSIIX return over 5 years is better than : 52.86 vs. SEVSX (20.51).
| SEVSX | VSIIX | SEVSX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 10.850 | 15.027 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 63B | 1% |
| Annual Yield % from dividends | 0.00 | 2.02 | - |
| Returns for 1 year | 13.00 | 16.22 | 80% |
| Returns for 3 years | 9.88 | 20.66 | 48% |
| Returns for 5 years | 20.51 | 52.86 | 39% |
| Returns for 10 years | -6.72 | 105.75 | -6% |