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STSVX vs VISVX
STSVX vs VISVX Comparison
Open Charts STSVX vs VISVX
BNY Mellon Sm Cp Val I
Price$18.12
Change-$0.82 (-4.33%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
STSVX vs VISVX Comparison Chart
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STSVX 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 STSVX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. STSVX (67.3M). VISVX pays higher dividends than STSVX: VISVX (1.90) vs STSVX (0.84). STSVX was incepted earlier than VISVX: STSVX (25 years) vs VISVX (27 years). STSVX is a more actively managed with annual turnover of: 43.28 vs. VISVX (16.00). STSVX has a lower initial minimum investment than VISVX: STSVX (1000) vs VISVX (3000). STSVX (16.24) and VISVX (16.18) have marching annual gain over last year. VISVX return over 5 years is better than : 52.67 vs. STSVX (11.50).
| STSVX | VISVX | STSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 14.045 | 14.945 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.3M | 63B | 0% |
| Annual Yield % from dividends | 0.84 | 1.90 | 44% |
| Returns for 1 year | 16.24 | 16.18 | 100% |
| Returns for 3 years | -11.02 | 20.58 | -54% |
| Returns for 5 years | 11.50 | 52.67 | 22% |
| Returns for 10 years | -4.05 | 105.07 | -4% |
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