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VISVX vs VSORX
VISVX vs VSORX Comparison
Open Charts VISVX vs VSORX
Vanguard Small Cap Value Index I
Price$47.41
Change+$0.44 (+0.94%)
VolumeN/A
Net Assets60.22B
Victory Sycamore Small Company Opp R6
Price$46.32
Change+$0.32 (+0.70%)
VolumeN/A
Net Assets6.26B
VISVX vs VSORX Comparison Chart
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VISVX vs. VSORX commentary
Mar 01, 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 VSORX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. VSORX (6.26B). VISVX pays higher dividends than VSORX: VISVX (1.90) vs VSORX (0.72). VISVX was incepted earlier than VSORX: VISVX (27 years) vs VSORX (9 years). VSORX is a more actively managed with annual turnover of: 32.00 vs. VISVX (16.00). VSORX has a lower initial minimum investment than VISVX: VSORX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 7.79 vs. VSORX (-4.09). VISVX return over 5 years is better than : 67.85 vs. VSORX (21.05).
| VISVX | VSORX | VISVX / VSORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -1.199 | -2.273 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 6.26B | 962% |
| Annual Yield % from dividends | 1.90 | 0.72 | 264% |
| Returns for 1 year | 7.79 | -4.09 | -191% |
| Returns for 3 years | 16.79 | -4.34 | -387% |
| Returns for 5 years | 67.85 | 21.05 | 322% |
| Returns for 10 years | 88.85 | N/A | - |
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