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VISVX vs VSRAX
VISVX vs VSRAX Comparison
Open Charts VISVX vs VSRAX
Vanguard Small Cap Value Index I
Price$41.12
Change+$0.53 (+1.31%)
VolumeN/A
Net Assets53.62B
Invesco Small Cap Value R
Price$19.71
Change+$0.32 (+1.65%)
VolumeN/A
Net Assets5.51B
VISVX vs VSRAX Comparison Chart
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VISVX vs. VSRAX commentary
Apr 12, 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 VSRAX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. VSRAX (5.51B). VISVX pays higher dividends than VSRAX: VISVX (2.14) vs VSRAX (0.19). VISVX was incepted earlier than VSRAX: VISVX (27 years) vs VSRAX (5 years). VSRAX (1.37) is less costly to investors than VISVX (0.19). VSRAX is a more actively managed with annual turnover of: 40.00 vs. VISVX (16.00). VSRAX has a lower initial minimum investment than VISVX: VSRAX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -7.72 vs. VSRAX (-13.21).
| VISVX | VSRAX | VISVX / VSRAX | |
| Total Expense Ratio | 0.19 | 1.37 | 14% |
| Annual Report Gross Expense Ratio | 0.19 | 1.37 | 14% |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | -14.486 | -16.817 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6B | 5.51B | 972% |
| Annual Yield % from dividends | 2.14 | 0.19 | 1,152% |
| Returns for 1 year | -7.72 | -13.21 | 58% |
| Returns for 3 years | 0.22 | 2.89 | 7% |
| Returns for 5 years | 76.32 | N/A | - |
| Returns for 10 years | 60.70 | N/A | - |
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