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VISVX vs VSMVX
VISVX vs VSMVX Comparison
Open Charts VISVX vs VSMVX
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$381.17
Change-$8.15 (-2.09%)
VolumeN/A
Net Assets1.46B
VISVX vs VSMVX Comparison Chart
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VISVX vs. VSMVX 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 VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. VSMVX (1.46B). VSMVX (1.94) and VISVX (1.90) have matching dividends . VISVX was incepted earlier than VSMVX: VISVX (27 years) vs VSMVX (10 years). VSMVX is a more actively managed with annual turnover of: 45.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than VSMVX: VISVX (3000) vs VSMVX (5000000). VISVX annual gain was more profitable for investors over the last year : 9.96 vs. VSMVX (7.68). VISVX return over 5 years is better than : 47.46 vs. VSMVX (39.50).
| VISVX | VSMVX | VISVX / VSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | -0.316 | -2.469 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 1.46B | 4,126% |
| Annual Yield % from dividends | 1.90 | 1.94 | 98% |
| Returns for 1 year | 9.96 | 7.68 | 130% |
| Returns for 3 years | 17.90 | 7.31 | 245% |
| Returns for 5 years | 47.46 | 39.50 | 120% |
| Returns for 10 years | 90.10 | 85.75 | 105% |
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