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VMFVX vs VSIAX
VMFVX vs VSIAX Comparison
Open Charts VMFVX vs VSIAX
Vanguard S&P Mid-Cap 400 Value Idx I
Price$402.28
Change+$5.57 (+1.40%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Value Index Admiral
Price$89.27
Change+$1.36 (+1.55%)
VolumeN/A
Net Assets58.32B
VMFVX vs VSIAX Comparison Chart
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VMFVX vs. VSIAX commentary
Jan 22, 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 VMFVX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. VMFVX (1.04B). VSIAX pays higher dividends than VMFVX: VSIAX (2.01) vs VMFVX (1.53). VMFVX was incepted earlier than VSIAX: VMFVX (14 years) vs VSIAX (13 years). VMFVX is a more actively managed with annual turnover of: 43.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than VMFVX: VSIAX (3000) vs VMFVX (5000000). VSIAX (17.61) and VMFVX (17.20) have marching annual gain over last year. VMFVX (56.08) and VSIAX (53.73) have equivalent 5 years return.
| VMFVX | VSIAX | VMFVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 4.913 | 4.814 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 58.3B | 2% |
| Annual Yield % from dividends | 1.53 | 2.01 | 76% |
| Returns for 1 year | 17.20 | 17.61 | 98% |
| Returns for 3 years | 25.93 | 25.09 | 103% |
| Returns for 5 years | 56.08 | 53.73 | 104% |
| Returns for 10 years | 117.03 | 108.94 | 107% |
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