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VISVX vs VSMVX
VISVX vs VSMVX Comparison
Open Charts VISVX vs VSMVX
Vanguard Small Cap Value Index I
Price$50.61
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$409.07
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
VISVX vs VSMVX Comparison Chart
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VISVX vs. VSMVX commentary
Nov 22, 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 Buy and VSMVX is a StrongSell.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. VSMVX (1.4B). 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 : 30.04 vs. VSMVX (25.76). VISVX return over 5 years is better than : 62.14 vs. VSMVX (49.92).
| 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 | 17.712 | 10.739 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 1.4B | 4,126% |
| Annual Yield % from dividends | 1.90 | 1.94 | 98% |
| Returns for 1 year | 30.04 | 25.76 | 117% |
| Returns for 3 years | 16.92 | 6.01 | 281% |
| Returns for 5 years | 62.14 | 49.92 | 124% |
| Returns for 10 years | 109.83 | 102.87 | 107% |
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