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STSVX vs VSIIX
STSVX vs VSIIX Comparison
Open Charts STSVX vs VSIIX
Vanguard Small Cap Value Index I
Price$46.07
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
STSVX vs VSIIX Comparison Chart
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VS
VS
STSVX vs. VSIIX commentary
Jun 07, 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 STSVX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. STSVX (57.8M). VSIIX pays higher dividends than STSVX: VSIIX (2.24) vs STSVX (1.66). STSVX was incepted earlier than VSIIX: STSVX (25 years) vs VSIIX (26 years). STSVX (1.11) is less costly to investors than VSIIX (0.06). STSVX is a more actively managed with annual turnover of: 44.75 vs. VSIIX (16.00). STSVX has a lower initial minimum investment than VSIIX: STSVX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.02 vs. STSVX (-8.92). VSIIX return over 5 years is better than : 64.96 vs. STSVX (5.33).
| STSVX | VSIIX | STSVX / VSIIX | |
| Total Expense Ratio | 0.96 | 0.06 | 1,600% |
| Annual Report Gross Expense Ratio | 1.11 | 0.06 | 1,850% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | -3.063 | -4.253 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 54B | 0% |
| Annual Yield % from dividends | 1.66 | 2.24 | 74% |
| Returns for 1 year | -8.92 | 3.02 | -296% |
| Returns for 3 years | -21.28 | 12.14 | -175% |
| Returns for 5 years | 5.33 | 64.96 | 8% |
| Returns for 10 years | -25.00 | 82.85 | -30% |
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