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SMVIX vs VISVX
SMVIX vs VISVX Comparison
Open Charts SMVIX vs VISVX
SEI Small Cap Value I (SIMT)
Price$26.29
Change-$0.35 (-1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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SMVIX vs VISVX Comparison Chart
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SMVIX vs. VISVX 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 SMVIX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. SMVIX (371M). VISVX pays higher dividends than SMVIX: VISVX (1.90) vs SMVIX (0.96). SMVIX was incepted earlier than VISVX: SMVIX (23 years) vs VISVX (26 years). SMVIX is a more actively managed with annual turnover of: 39.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than SMVIX: VISVX (3000) vs SMVIX (100000). VISVX annual gain was more profitable for investors over the last year : 21.73 vs. SMVIX (17.76). VISVX return over 5 years is better than : 55.70 vs. SMVIX (32.80).
| SMVIX | VISVX | SMVIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 7.636 | 10.404 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 57.3B | 1% |
| Annual Yield % from dividends | 0.96 | 1.90 | 50% |
| Returns for 1 year | 17.76 | 21.73 | 82% |
| Returns for 3 years | 0.83 | 17.75 | 5% |
| Returns for 5 years | 32.80 | 55.70 | 59% |
| Returns for 10 years | 11.65 | 102.10 | 11% |
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