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VSIAX vs VSMCX
VSIAX vs VSMCX Comparison
Open Charts VSIAX vs VSMCX
Vanguard Small Cap Value Index Admiral
Price$90.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value C
Price$12.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
VSIAX vs VSMCX Comparison Chart
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VSIAX vs. VSMCX commentary
Nov 22, 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 VSIAX is a Buy and VSMCX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. VSMCX (6.34B). VSIAX pays higher dividends than VSMCX: VSIAX (2.01) vs VSMCX (0.40). VSIAX was incepted earlier than VSMCX: VSIAX (13 years) vs VSMCX (25 years). VSMCX is a more actively managed with annual turnover of: 51.00 vs. VSIAX (16.00). VSMCX has a lower initial minimum investment than VSIAX: VSMCX (1000) vs VSIAX (3000). VSMCX (31.30) and VSIAX (30.11) have marching annual gain over last year. VSIAX return over 5 years is better than : 62.31 vs. VSMCX (41.75).
| VSIAX | VSMCX | VSIAX / VSMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 17.784 | 29.614 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 6.34B | 908% |
| Annual Yield % from dividends | 2.01 | 0.40 | 498% |
| Returns for 1 year | 30.11 | 31.30 | 96% |
| Returns for 3 years | 16.99 | -6.95 | -245% |
| Returns for 5 years | 62.31 | 41.75 | 149% |
| Returns for 10 years | 110.46 | -33.79 | -327% |
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