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VSIIX vs VSMVX
VSIIX vs VSMVX Comparison
Open Charts VSIIX vs VSMVX
Vanguard Small Cap Value Index I
Price$51.38
Change+$0.68 (+1.34%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$416.10
Change+$7.03 (+1.72%)
VolumeN/A
CapitalizationN/A
VSIIX vs VSMVX Comparison Chart
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VSIIX vs. VSMVX commentary
Nov 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 Buy and VSMVX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. VSMVX (1.4B). 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 : 30.12 vs. VSMVX (25.76). VSIIX return over 5 years is better than : 62.33 vs. VSMVX (49.92).
| 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 | 17.792 | 10.739 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 1.4B | 4,126% |
| Annual Yield % from dividends | 2.02 | 1.94 | 104% |
| Returns for 1 year | 30.12 | 25.76 | 117% |
| Returns for 3 years | 17.00 | 6.01 | 283% |
| Returns for 5 years | 62.33 | 49.92 | 125% |
| Returns for 10 years | 110.51 | 102.87 | 107% |