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VSIIX vs VSMVX
VSIIX vs VSMVX Comparison
Open Charts VSIIX vs VSMVX
Vanguard Small Cap Value Index I
Price$50.38
Change-$0.08 (-0.16%)
VolumeN/A
Net Assets59.22B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$398.71
Change+$0.29 (+0.07%)
VolumeN/A
Net Assets1.43B
VSIIX vs VSMVX Comparison Chart in %
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VSIIX vs. VSMVX commentary
Sep 17, 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 VSIIX is a Buy and VSMVX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. VSMVX (1.43B). VSIIX pays higher dividends than VSMVX: VSIIX (1.98) vs VSMVX (1.73). VSIIX was incepted earlier than VSMVX: VSIIX (26 years) vs VSMVX (11 years). VSIIX (0.06) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 52.00 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 : 8.07 vs. VSMVX (5.11). VSIIX return over 5 years is better than : 85.97 vs. VSMVX (75.38).
| VSIIX | VSMVX | VSIIX / VSMVX | |
| Total Expense Ratio | 0.06 | 0.03 | 200% |
| Annual Report Gross Expense Ratio | 0.06 | 0.03 | 200% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 6.295 | 2.078 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 1.43B | 4,146% |
| Annual Yield % from dividends | 1.98 | 1.73 | 114% |
| Returns for 1 year | 8.07 | 5.11 | 158% |
| Returns for 3 years | 36.42 | 24.33 | 150% |
| Returns for 5 years | 85.97 | 75.38 | 114% |
| Returns for 10 years | 117.94 | 113.80 | 104% |
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