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VISVX vs VSMCX
VISVX vs VSMCX Comparison
Open Charts VISVX vs VSMCX
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
Invesco Small Cap Value C
Price$10.20
Change-$0.31 (-2.95%)
VolumeN/A
Net Assets6.59B
VISVX vs VSMCX Comparison Chart
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VISVX vs. VSMCX commentary
Feb 23, 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 Hold and VSMCX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. VSMCX (6.59B). VISVX pays higher dividends than VSMCX: VISVX (1.90) vs VSMCX (0.40). VISVX was incepted earlier than VSMCX: VISVX (27 years) vs VSMCX (26 years). VSMCX is a more actively managed with annual turnover of: 51.00 vs. VISVX (16.00). VSMCX has a lower initial minimum investment than VISVX: VSMCX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 9.96 vs. VSMCX (4.76). VISVX return over 5 years is better than : 47.46 vs. VSMCX (20.00).
| VISVX | VSMCX | VISVX / VSMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | -0.316 | 0.791 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 6.59B | 913% |
| Annual Yield % from dividends | 1.90 | 0.40 | 470% |
| Returns for 1 year | 9.96 | 4.76 | 209% |
| Returns for 3 years | 17.90 | -0.08 | -23,731% |
| Returns for 5 years | 47.46 | 20.00 | 237% |
| Returns for 10 years | 90.10 | -37.10 | -243% |
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