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VISVX vs VSRAX
VISVX vs VSRAX Comparison
Open Charts VISVX vs VSRAX
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
Invesco Small Cap Value R
Price$24.11
Change-$0.23 (-0.94%)
VolumeN/A
Net Assets7.09B
VISVX vs VSRAX Comparison Chart in %
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VISVX vs. VSRAX commentary
Aug 16, 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: 56.4B vs. VSRAX (7.09B). VISVX pays higher dividends than VSRAX: VISVX (1.95) vs VSRAX (0.17). 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: 52.00 vs. VISVX (16.00). VSRAX has a lower initial minimum investment than VISVX: VSRAX (1000) vs VISVX (3000). VISVX (7.33) and VSRAX (7.12) have marching annual gain over last year. VSRAX return over 5 years is better than : 105.00 vs. VISVX (77.66).
| 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 | 3.353 | 4.419 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 7.09B | 795% |
| Annual Yield % from dividends | 1.95 | 0.17 | 1,136% |
| Returns for 1 year | 7.33 | 7.12 | 103% |
| Returns for 3 years | 20.04 | 30.95 | 65% |
| Returns for 5 years | 77.66 | 105.00 | 74% |
| Returns for 10 years | 100.61 | N/A | - |
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