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VISVX vs VSMVX
VISVX vs VSMVX Comparison
Open Charts VISVX vs VSMVX
Vanguard Small Cap Value Index I
Price$44.51
Change+$0.71 (+1.62%)
VolumeN/A
Net Assets51.69B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$340.40
Change+$7.73 (+2.32%)
VolumeN/A
Net Assets1.18B
VISVX vs VSMVX Comparison Chart
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VISVX vs. VSMVX commentary
May 09, 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 VSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. VSMVX (1.18B). VSMVX (2.29) and VISVX (2.21) have matching dividends . VISVX was incepted earlier than VSMVX: VISVX (27 years) vs VSMVX (10 years). VISVX (0.19) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 52.00 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 : -1.45 vs. VSMVX (-7.08). VISVX return over 5 years is better than : 85.28 vs. VSMVX (66.89).
| VISVX | VSMVX | VISVX / VSMVX | |
| Total Expense Ratio | 0.19 | 0.03 | 633% |
| Annual Report Gross Expense Ratio | 0.19 | 0.03 | 633% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | -7.723 | -14.826 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7B | 1.18B | 4,378% |
| Annual Yield % from dividends | 2.21 | 2.29 | 96% |
| Returns for 1 year | -1.45 | -7.08 | 20% |
| Returns for 3 years | 15.99 | -0.24 | -6,585% |
| Returns for 5 years | 85.28 | 66.89 | 128% |
| Returns for 10 years | 75.47 | 62.06 | 122% |
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