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VISVX vs VSMCX
VISVX vs VSMCX Comparison
Open Charts VISVX vs VSMCX
Vanguard Small Cap Value Index I
Price$48.02
Change+$0.36 (+0.76%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value C
Price$10.20
Change+$0.05 (+0.49%)
VolumeN/A
CapitalizationN/A
VISVX vs VSMCX Comparison Chart
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VISVX vs. VSMCX commentary
Dec 25, 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 VSMCX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. VSMCX (6.33B). 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 : 11.35 vs. VSMCX (6.09). VISVX return over 5 years is better than : 48.33 vs. VSMCX (14.47).
| 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 | 11.427 | 6.095 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 6.33B | 996% |
| Annual Yield % from dividends | 1.90 | 0.40 | 470% |
| Returns for 1 year | 11.35 | 6.09 | 186% |
| Returns for 3 years | 14.63 | 3.46 | 423% |
| Returns for 5 years | 48.33 | 14.47 | 334% |
| Returns for 10 years | 95.52 | -35.47 | -269% |
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