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VSIAX vs VSMVX
VSIAX vs VSMVX Comparison
Open Charts VSIAX vs VSMVX
Vanguard Small Cap Value Index Admiral
Price$85.75
Change+$0.87 (+1.02%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$393.32
Change+$3.06 (+0.78%)
VolumeN/A
CapitalizationN/A
VSIAX vs VSMVX Comparison Chart
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VSIAX vs. VSMVX 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 VSIAX is a Hold and VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. VSMVX (1.56B). 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 : 11.88 vs. VSMVX (7.11). VSIAX return over 5 years is better than : 47.32 vs. VSMVX (38.12).
| 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 | 11.356 | 6.475 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 1.56B | 4,046% |
| Annual Yield % from dividends | 2.01 | 1.94 | 104% |
| Returns for 1 year | 11.88 | 7.11 | 167% |
| Returns for 3 years | 15.75 | 7.89 | 200% |
| Returns for 5 years | 47.32 | 38.12 | 124% |
| Returns for 10 years | 97.07 | 92.45 | 105% |
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