Analysis and predictions TVOIX vs VSIIX
TVOIX vs VSIIX Comparison
Open Charts TVOIX vs VSIIX
Touchstone Small Cap Value Institutional
Price$31.80
Change-$0.07 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$38.30
Change+$0.29 (+0.76%)
VolumeN/A
CapitalizationN/A
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TVOIX vs VSIIX Comparison Chart
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TVOIX vs. VSIIX commentary
Oct 01, 2023
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 TVOIX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 24.1B vs. TVOIX (114M). VSIIX pays higher dividends than TVOIX: VSIIX (2.19) vs TVOIX (0.10). TVOIX was incepted earlier than VSIIX: TVOIX (13 years) vs VSIIX (24 years). TVOIX (1.26) is less costly to investors than VSIIX (0.06). TVOIX is a more actively managed with annual turnover of: 49.00 vs. VSIIX (13.00). TVOIX has a lower initial minimum investment than VSIIX: TVOIX (500000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.11 vs. TVOIX (9.09). VSIIX (16.73) and TVOIX (16.48) have equivalent 5 years return.
| TVOIX | VSIIX | TVOIX / VSIIX | |
| Total Expense Ratio | 0.98 | 0.06 | 1,633% |
| Annual Report Gross Expense Ratio | 1.26 | 0.06 | 2,100% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | -0.345 | 0.783 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 24.1B | 0% |
| Annual Yield % from dividends | 0.10 | 2.19 | 5% |
| Returns for 1 year | 9.09 | 11.11 | 82% |
| Returns for 3 years | 56.23 | 46.30 | 121% |
| Returns for 5 years | 16.48 | 16.73 | 98% |
| Returns for 10 years | 50.36 | 88.14 | 57% |
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