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VSIAX vs VSRAX
VSIAX vs VSRAX Comparison
Open Charts VSIAX vs VSRAX
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value R
Price$23.00
Change-$0.93 (-3.89%)
VolumeN/A
CapitalizationN/A
VSIAX vs VSRAX Comparison Chart
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VSIAX vs. VSRAX commentary
Dec 19, 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 VSRAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. VSRAX (6.61B). VSIAX pays higher dividends than VSRAX: VSIAX (2.01) vs VSRAX (0.37). VSIAX was incepted earlier than VSRAX: VSIAX (13 years) vs VSRAX (5 years). VSRAX is a more actively managed with annual turnover of: 51.00 vs. VSIAX (16.00). VSRAX has a lower initial minimum investment than VSIAX: VSRAX (1000) vs VSIAX (3000). VSRAX annual gain was more profitable for investors over the last year : 15.31 vs. VSIAX (10.31).
| VSIAX | VSRAX | VSIAX / VSRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 10.681 | 14.223 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 6.61B | 953% |
| Annual Yield % from dividends | 2.01 | 0.37 | 540% |
| Returns for 1 year | 10.31 | 15.31 | 67% |
| Returns for 3 years | 16.10 | 33.50 | 48% |
| Returns for 5 years | 46.43 | N/A | - |
| Returns for 10 years | 97.87 | N/A | - |
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