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VSIAX vs VSMIX
VSIAX vs VSMIX Comparison
Open Charts VSIAX vs VSMIX
Vanguard Small Cap Value Index Admiral
Price$90.36
Change-$0.37 (-0.41%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value Y
Price$28.74
Change-$0.23 (-0.79%)
VolumeN/A
CapitalizationN/A
VSIAX vs VSMIX Comparison Chart
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VSIAX vs. VSMIX commentary
Nov 14, 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 VSMIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. VSMIX (6.42B). VSIAX pays higher dividends than VSMIX: VSIAX (2.01) vs VSMIX (0.60). VSIAX was incepted earlier than VSMIX: VSIAX (13 years) vs VSMIX (19 years). VSMIX is a more actively managed with annual turnover of: 51.00 vs. VSIAX (16.00). VSMIX has a lower initial minimum investment than VSIAX: VSMIX (1000) vs VSIAX (3000). VSMIX annual gain was more profitable for investors over the last year : 38.99 vs. VSIAX (29.94). VSMIX return over 5 years is better than : 93.75 vs. VSIAX (59.96).
| VSIAX | VSMIX | VSIAX / VSMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 17.342 | 29.518 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 6.42B | 897% |
| Annual Yield % from dividends | 2.01 | 0.60 | 332% |
| Returns for 1 year | 29.94 | 38.99 | 77% |
| Returns for 3 years | 15.20 | 21.98 | 69% |
| Returns for 5 years | 59.96 | 93.75 | 64% |
| Returns for 10 years | 112.55 | 27.81 | 405% |
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