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STSVX vs VSIAX
STSVX vs VSIAX Comparison
Open Charts STSVX vs VSIAX
BNY Mellon Sm Cp Val I
Price$21.82
Change-$0.22 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
STSVX vs VSIAX Comparison Chart
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VS
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STSVX vs. VSIAX commentary
Nov 18, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. STSVX (78.1M). VSIAX pays higher dividends than STSVX: VSIAX (2.01) vs STSVX (0.84). STSVX was incepted earlier than VSIAX: STSVX (25 years) vs VSIAX (13 years). STSVX is a more actively managed with annual turnover of: 43.28 vs. VSIAX (16.00). STSVX has a lower initial minimum investment than VSIAX: STSVX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 28.76 vs. STSVX (17.12). VSIAX return over 5 years is better than : 57.44 vs. STSVX (4.66).
| STSVX | VSIAX | STSVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 11.213 | 15.498 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.1M | 57.6B | 0% |
| Annual Yield % from dividends | 0.84 | 2.01 | 42% |
| Returns for 1 year | 17.12 | 28.76 | 60% |
| Returns for 3 years | -19.56 | 13.29 | -147% |
| Returns for 5 years | 4.66 | 57.44 | 8% |
| Returns for 10 years | -24.28 | 108.79 | -22% |