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VSIAX vs VSMVX
VSIAX vs VSMVX Comparison
Open Charts VSIAX vs VSMVX
Vanguard Small Cap Value Index Admiral
Price$79.75
Change+$1.27 (+1.62%)
VolumeN/A
Net Assets51.69B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$340.40
Change+$7.73 (+2.32%)
VolumeN/A
Net Assets1.18B
VSIAX vs VSMVX Comparison Chart
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VSIAX vs. VSMVX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. VSMVX (1.18B). VSIAX (2.34) and VSMVX (2.29) 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 : -1.42 vs. VSMVX (-7.08). VSIAX return over 5 years is better than : 85.43 vs. VSMVX (66.89).
| 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 | -7.703 | -14.826 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7B | 1.18B | 4,378% |
| Annual Yield % from dividends | 2.34 | 2.29 | 102% |
| Returns for 1 year | -1.42 | -7.08 | 20% |
| Returns for 3 years | 16.06 | -0.24 | -6,615% |
| Returns for 5 years | 85.43 | 66.89 | 128% |
| Returns for 10 years | 75.85 | 62.06 | 122% |
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