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VISVX vs VMFVX
VISVX vs VMFVX Comparison
Open Charts VISVX vs VMFVX
Vanguard Small Cap Value Index I
Price$49.77
Change-$0.57 (-1.13%)
VolumeN/A
Net Assets59.14B
Vanguard S&P Mid-Cap 400 Value Idx I
Price$402.75
Change-$4.31 (-1.06%)
VolumeN/A
Net Assets1.18B
VISVX vs VMFVX Comparison Chart in %
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VISVX vs. VMFVX commentary
Oct 10, 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 VISVX is a Buy and VMFVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. VMFVX (1.18B). VISVX pays higher dividends than VMFVX: VISVX (1.88) vs VMFVX (1.72). VISVX was incepted earlier than VMFVX: VISVX (27 years) vs VMFVX (15 years). VISVX (0.19) is less costly to investors than VMFVX (0.03). VMFVX is a more actively managed with annual turnover of: 41.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than VMFVX: VISVX (3000) vs VMFVX (5000000). VMFVX annual gain was more profitable for investors over the last year : 6.69 vs. VISVX (6.13). VMFVX (82.03) and VISVX (78.98) have equivalent 5 years return.
| VISVX | VMFVX | VISVX / VMFVX | |
| Total Expense Ratio | 0.19 | 0.03 | 633% |
| Annual Report Gross Expense Ratio | 0.19 | 0.03 | 633% |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 6.277 | 6.160 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1B | 1.18B | 5,000% |
| Annual Yield % from dividends | 1.88 | 1.72 | 110% |
| Returns for 1 year | 6.13 | 6.69 | 92% |
| Returns for 3 years | 44.27 | 43.54 | 102% |
| Returns for 5 years | 78.98 | 82.03 | 96% |
| Returns for 10 years | 113.13 | 122.96 | 92% |
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