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VSIAX vs VSMVX
VSIAX vs VSMVX Comparison
Open Charts VSIAX vs VSMVX
Vanguard Small Cap Value Index Admiral
Price$73.67
Change+$0.95 (+1.31%)
VolumeN/A
Net Assets53.62B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$313.28
Change+$3.03 (+0.98%)
VolumeN/A
Net Assets1.24B
VSIAX vs VSMVX Comparison Chart
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VSIAX vs. VSMVX commentary
Apr 12, 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: 53.6B vs. VSMVX (1.24B). VSIAX (2.27) and VSMVX (2.16) have matching dividends . VSIAX was incepted earlier than VSMVX: VSIAX (14 years) vs VSMVX (10 years). VSIAX (0.07) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 52.00 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 : -7.70 vs. VSMVX (-11.63). VSIAX return over 5 years is better than : 76.44 vs. VSMVX (59.81).
| VSIAX | VSMVX | VSIAX / VSMVX | |
| Total Expense Ratio | 0.07 | 0.03 | 233% |
| Annual Report Gross Expense Ratio | 0.07 | 0.03 | 233% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -14.477 | -20.566 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6B | 1.24B | 4,309% |
| Annual Yield % from dividends | 2.27 | 2.16 | 105% |
| Returns for 1 year | -7.70 | -11.63 | 66% |
| Returns for 3 years | 0.27 | -12.70 | -2% |
| Returns for 5 years | 76.44 | 59.81 | 128% |
| Returns for 10 years | 61.05 | 48.84 | 125% |
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