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SPVYX vs VISVX
SPVYX vs VISVX Comparison
Open Charts SPVYX vs VISVX
SEI Small Cap Value Y (SIMT)
Price$26.96
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SPVYX vs VISVX Comparison Chart
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SPVYX 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 SPVYX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. SPVYX (364M). VISVX pays higher dividends than SPVYX: VISVX (1.90) vs SPVYX (1.35). SPVYX was incepted earlier than VISVX: SPVYX (9 years) vs VISVX (26 years). SPVYX is a more actively managed with annual turnover of: 39.00 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 : 21.73 vs. SPVYX (18.31). VISVX return over 5 years is better than : 55.70 vs. SPVYX (36.23).
| SPVYX | VISVX | SPVYX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 8.008 | 10.404 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 364M | 57.3B | 1% |
| Annual Yield % from dividends | 1.35 | 1.90 | 71% |
| Returns for 1 year | 18.31 | 21.73 | 84% |
| Returns for 3 years | 2.44 | 17.75 | 14% |
| Returns for 5 years | 36.23 | 55.70 | 65% |
| Returns for 10 years | N/A | 102.10 | - |
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