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VISVX vs VSMVX
VISVX vs VSMVX Comparison
Open Charts VISVX vs VSMVX
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$374.90
Change+$2.13 (+0.57%)
VolumeN/A
Net Assets1.29B
VISVX vs VSMVX Comparison Chart in %
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VISVX vs. VSMVX commentary
Jul 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. VSMVX (1.29B). VISVX (1.99) and VSMVX (1.91) have matching dividends . VISVX was incepted earlier than VSMVX: VISVX (27 years) vs VSMVX (11 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 : 5.54 vs. VSMVX (-1.66). VISVX return over 5 years is better than : 88.78 vs. VSMVX (71.44).
| 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 | 11 years | - |
| Gain YTD | 2.868 | -3.948 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 1.29B | 4,300% |
| Annual Yield % from dividends | 1.99 | 1.91 | 104% |
| Returns for 1 year | 5.54 | -1.66 | -333% |
| Returns for 3 years | 30.99 | 13.26 | 234% |
| Returns for 5 years | 88.78 | 71.44 | 124% |
| Returns for 10 years | 102.36 | 89.85 | 114% |
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