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VSIAX vs VSMVX
VSIAX vs VSMVX Comparison
Open Charts VSIAX vs VSMVX
Vanguard Small Cap Value Index Admiral
Price$88.65
Change-$0.62 (-0.69%)
VolumeN/A
Net Assets58.32B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$399.85
Change-$3.80 (-0.94%)
VolumeN/A
Net Assets1.45B
VSIAX vs VSMVX Comparison Chart
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VSIAX vs. VSMVX commentary
Jan 24, 2025
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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. VSMVX (1.45B). 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 : 17.39 vs. VSMVX (12.19). VSIAX return over 5 years is better than : 54.49 vs. VSMVX (44.43).
| 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 | 4.086 | 2.311 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 1.45B | 4,023% |
| Annual Yield % from dividends | 2.01 | 1.94 | 104% |
| Returns for 1 year | 17.39 | 12.19 | 143% |
| Returns for 3 years | 24.22 | 13.15 | 184% |
| Returns for 5 years | 54.49 | 44.43 | 123% |
| Returns for 10 years | 107.49 | 101.58 | 106% |