Ad is loading...
VESMX vs VSIIX
VESMX vs VSIIX Comparison
Open Charts VESMX vs VSIIX
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
VESMX vs VSIIX Comparison Chart
Loading...
VESMX vs. VSIIX commentary
Sep 21, 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 VESMX is a StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. VESMX (105M). VSIIX pays higher dividends than VESMX: VSIIX (2.02) vs VESMX (0.61). VESMX was incepted earlier than VSIIX: VESMX (4 years) vs VSIIX (25 years). VESMX is a more actively managed with annual turnover of: 41.00 vs. VSIIX (16.00). VESMX has a lower initial minimum investment than VSIIX: VESMX (2500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 21.77 vs. VESMX (17.53).
| VESMX | VSIIX | VESMX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | 10.809 | 10.459 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 57.3B | 0% |
| Annual Yield % from dividends | 0.61 | 2.02 | 30% |
| Returns for 1 year | 17.53 | 21.77 | 81% |
| Returns for 3 years | 26.63 | 17.80 | 150% |
| Returns for 5 years | N/A | 55.85 | - |
| Returns for 10 years | N/A | 102.79 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...