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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$387.99
Change+$3.21 (+0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.75
Change+$0.87 (+1.02%)
VolumeN/A
CapitalizationN/A
VMFVX vs VSIAX Comparison Chart
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VMFVX vs. VSIAX commentary
Dec 23, 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 VMFVX is a StrongSell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. VMFVX (1.12B). 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 annual gain was more profitable for investors over the last year : 11.88 vs. VMFVX (11.30). VMFVX return over 5 years is better than : 50.29 vs. VSIAX (47.32).
| 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 | 10.968 | 11.356 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 63B | 2% |
| Annual Yield % from dividends | 1.53 | 2.01 | 76% |
| Returns for 1 year | 11.30 | 11.88 | 95% |
| Returns for 3 years | 19.26 | 15.75 | 122% |
| Returns for 5 years | 50.29 | 47.32 | 106% |
| Returns for 10 years | 104.56 | 97.07 | 108% |
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