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STSVX vs VSIAX
STSVX vs VSIAX Comparison
Open Charts STSVX vs VSIAX
BNY Mellon Sm Cp Val I
Price$18.12
Change-$0.82 (-4.33%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
STSVX vs VSIAX Comparison Chart
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STSVX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. STSVX (67.3M). 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). STSVX (16.24) and VSIAX (16.23) have marching annual gain over last year. VSIAX return over 5 years is better than : 52.83 vs. STSVX (11.50).
| 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 | 14.045 | 15.031 | 93% |
| 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 | 2.01 | 42% |
| Returns for 1 year | 16.24 | 16.23 | 100% |
| Returns for 3 years | -11.02 | 20.67 | -53% |
| Returns for 5 years | 11.50 | 52.83 | 22% |
| Returns for 10 years | -4.05 | 105.65 | -4% |
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