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VISVX vs VMFVX
VISVX vs VMFVX Comparison
Open Charts VISVX vs VMFVX
Vanguard Small Cap Value Index I
Price$47.85
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Mid-Cap 400 Value Idx I
Price$387.99
Change+$3.21 (+0.83%)
VolumeN/A
CapitalizationN/A
VISVX vs VMFVX Comparison Chart
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VISVX vs. VMFVX commentary
Dec 23, 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 VISVX is a Hold and VMFVX is a StrongSell.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. VMFVX (1.12B). VISVX pays higher dividends than VMFVX: VISVX (1.90) vs VMFVX (1.53). VISVX was incepted earlier than VMFVX: VISVX (27 years) vs VMFVX (14 years). VMFVX is a more actively managed with annual turnover of: 43.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than VMFVX: VISVX (3000) vs VMFVX (5000000). VISVX (11.81) and VMFVX (11.30) have marching annual gain over last year. VMFVX return over 5 years is better than : 50.29 vs. VISVX (47.19).
| VISVX | VMFVX | VISVX / VMFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 11.293 | 10.968 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 1.12B | 5,610% |
| Annual Yield % from dividends | 1.90 | 1.53 | 124% |
| Returns for 1 year | 11.81 | 11.30 | 105% |
| Returns for 3 years | 15.69 | 19.26 | 81% |
| Returns for 5 years | 47.19 | 50.29 | 94% |
| Returns for 10 years | 96.52 | 104.56 | 92% |
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