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VSIAX vs VSMVX
VSIAX vs VSMVX Comparison
Open Charts VSIAX vs VSMVX
Vanguard Small Cap Value Index Admiral
Price$91.93
Change+$1.23 (+1.36%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$416.10
Change+$7.03 (+1.72%)
VolumeN/A
CapitalizationN/A
VSIAX vs VSMVX Comparison Chart
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VSIAX vs. VSMVX commentary
Nov 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 VSIAX is a Buy and VSMVX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. VSMVX (1.4B). VSIAX (2.01) and VSMVX (1.94) have matching dividends . VSIAX was incepted earlier than VSMVX: VSIAX (13 years) vs VSMVX (10 years). VSMVX is a more actively managed with annual turnover of: 45.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than VSMVX: VSIAX (3000) vs VSMVX (5000000). VSIAX annual gain was more profitable for investors over the last year : 30.11 vs. VSMVX (25.76). VSIAX return over 5 years is better than : 62.31 vs. VSMVX (49.92).
| VSIAX | VSMVX | VSIAX / VSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 17.784 | 10.739 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 1.4B | 4,126% |
| Annual Yield % from dividends | 2.01 | 1.94 | 104% |
| Returns for 1 year | 30.11 | 25.76 | 117% |
| Returns for 3 years | 16.99 | 6.01 | 283% |
| Returns for 5 years | 62.31 | 49.92 | 125% |
| Returns for 10 years | 110.46 | 102.87 | 107% |