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VISVX vs VSMIX
VISVX vs VSMIX Comparison
Open Charts VISVX vs VSMIX
Vanguard Small Cap Value Index I
Price$40.59
Change-$1.81 (-4.27%)
VolumeN/A
Net Assets53.62B
Invesco Small Cap Value Y
Price$21.56
Change-$1.14 (-5.02%)
VolumeN/A
Net Assets5.8B
VISVX vs VSMIX Comparison Chart
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VISVX vs. VSMIX commentary
Apr 11, 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 VSMIX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. VSMIX (5.8B). VISVX pays higher dividends than VSMIX: VISVX (2.14) vs VSMIX (0.55). VISVX was incepted earlier than VSMIX: VISVX (27 years) vs VSMIX (20 years). VSMIX (0.87) is less costly to investors than VISVX (0.19). VSMIX is a more actively managed with annual turnover of: 40.00 vs. VISVX (16.00). VSMIX has a lower initial minimum investment than VISVX: VSMIX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -3.61 vs. VSMIX (-7.22). VSMIX return over 5 years is better than : 141.21 vs. VISVX (84.18).
| VISVX | VSMIX | VISVX / VSMIX | |
| Total Expense Ratio | 0.19 | 0.87 | 22% |
| Annual Report Gross Expense Ratio | 0.19 | 0.87 | 22% |
| Fund Existence | 27 years | 20 years | - |
| Gain YTD | -10.673 | -12.220 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6B | 5.8B | 924% |
| Annual Yield % from dividends | 2.14 | 0.55 | 389% |
| Returns for 1 year | -3.61 | -7.22 | 50% |
| Returns for 3 years | 4.81 | 12.46 | 39% |
| Returns for 5 years | 84.18 | 141.21 | 60% |
| Returns for 10 years | 68.06 | 8.80 | 773% |
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