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VISVX vs VSRAX
VISVX vs VSRAX Comparison
Open Charts VISVX vs VSRAX
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value R
Price$23.77
Change-$0.09 (-0.38%)
VolumeN/A
CapitalizationN/A
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VISVX vs VSRAX Comparison Chart
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VISVX vs. VSRAX commentary
Sep 21, 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 VSRAX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. VSRAX (5.62B). VISVX pays higher dividends than VSRAX: VISVX (1.90) vs VSRAX (0.37). VISVX was incepted earlier than VSRAX: VISVX (26 years) vs VSRAX (4 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). VISVX annual gain was more profitable for investors over the last year : 25.80 vs. VSRAX (22.26).
| VISVX | VSRAX | VISVX / VSRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 11.310 | 15.171 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3B | 5.62B | 1,019% |
| Annual Yield % from dividends | 1.90 | 0.37 | 510% |
| Returns for 1 year | 25.80 | 22.26 | 116% |
| Returns for 3 years | 21.42 | 17.73 | 121% |
| Returns for 5 years | 56.98 | N/A | - |
| Returns for 10 years | 108.54 | N/A | - |
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