Ad is loading...
VSIIX vs VSMVX
VSIIX vs VSMVX Comparison
Open Charts VSIIX vs VSMVX
Vanguard Small Cap Value Index I
Price$47.93
Change+$0.49 (+1.03%)
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
VSIIX vs VSMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSIIX 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 VSIIX is a Hold and VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. VSMVX (1.56B). VSIIX (2.02) and VSMVX (1.94) have matching dividends . VSIIX was incepted earlier than VSMVX: VSIIX (25 years) vs VSMVX (10 years). VSMVX is a more actively managed with annual turnover of: 45.00 vs. VSIIX (16.00). VSIIX (5000000) and VSMVX (5000000) have matching initial minimum investment requirements. VSIIX annual gain was more profitable for investors over the last year : 11.87 vs. VSMVX (7.11). VSIIX return over 5 years is better than : 47.36 vs. VSMVX (38.12).
| VSIIX | VSMVX | VSIIX / VSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 11.356 | 6.475 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 1.56B | 4,046% |
| Annual Yield % from dividends | 2.02 | 1.94 | 104% |
| Returns for 1 year | 11.87 | 7.11 | 167% |
| Returns for 3 years | 15.75 | 7.89 | 200% |
| Returns for 5 years | 47.36 | 38.12 | 124% |
| Returns for 10 years | 97.15 | 92.45 | 105% |
View a ticker or compare two or three
VS
VS
Ad is loading...