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SPVYX vs VISVX
SPVYX vs VISVX Comparison
Open Charts SPVYX vs VISVX
SEI Small Cap Value Y (SIMT)
Price$24.18
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets303.92M
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
SPVYX vs VISVX Comparison Chart in %
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SPVYX vs. VISVX commentary
Sep 08, 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 SPVYX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. SPVYX (304M). VISVX pays higher dividends than SPVYX: VISVX (1.86) vs SPVYX (1.28). SPVYX was incepted earlier than VISVX: SPVYX (10 years) vs VISVX (27 years). SPVYX (0.98) is less costly to investors than VISVX (0.19). SPVYX is a more actively managed with annual turnover of: 57.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than SPVYX: VISVX (3000) vs SPVYX (100000). VISVX annual gain was more profitable for investors over the last year : 10.19 vs. SPVYX (-4.82). VISVX return over 5 years is better than : 86.20 vs. SPVYX (43.75).
| SPVYX | VISVX | SPVYX / VISVX | |
| Total Expense Ratio | 0.98 | 0.19 | 516% |
| Annual Report Gross Expense Ratio | 0.98 | 0.19 | 516% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 9.860 | 6.665 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 59.2B | 1% |
| Annual Yield % from dividends | 1.28 | 1.86 | 69% |
| Returns for 1 year | -4.82 | 10.19 | -47% |
| Returns for 3 years | 11.59 | 36.58 | 32% |
| Returns for 5 years | 43.75 | 86.20 | 51% |
| Returns for 10 years | N/A | 117.42 | - |
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