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VISVX vs VSRAX
VISVX vs VSRAX Comparison
Open Charts VISVX vs VSRAX
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value R
Price$23.00
Change-$0.93 (-3.89%)
VolumeN/A
CapitalizationN/A
VISVX vs VSRAX Comparison Chart
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VISVX vs. VSRAX commentary
Dec 19, 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 Hold and VSRAX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. VSRAX (6.61B). VISVX pays higher dividends than VSRAX: VISVX (1.90) vs VSRAX (0.37). VISVX was incepted earlier than VSRAX: VISVX (27 years) vs VSRAX (5 years). VSRAX is a more actively managed with annual turnover of: 51.00 vs. VISVX (16.00). VSRAX has a lower initial minimum investment than VISVX: VSRAX (1000) vs VISVX (3000). VSRAX annual gain was more profitable for investors over the last year : 15.31 vs. VISVX (10.29).
| VISVX | VSRAX | VISVX / VSRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 10.619 | 14.223 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 6.61B | 953% |
| Annual Yield % from dividends | 1.90 | 0.37 | 510% |
| Returns for 1 year | 10.29 | 15.31 | 67% |
| Returns for 3 years | 16.04 | 33.50 | 48% |
| Returns for 5 years | 46.30 | N/A | - |
| Returns for 10 years | 97.35 | N/A | - |
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