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VSMAX vs VVISX
VSMAX vs VVISX Comparison
Open Charts VSMAX vs VVISX
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Vulcan Value Partners Small Cap Instl
Price$13.12
Change-$0.21 (-1.58%)
VolumeN/A
CapitalizationN/A
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VSMAX vs VVISX Comparison Chart
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VSMAX vs. VVISX commentary
Sep 21, 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 VSMAX is a StrongBuy and VVISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. VVISX (219M). VSMAX pays higher dividends than VVISX: VSMAX (1.42) vs VVISX (0.52). VSMAX was incepted earlier than VVISX: VSMAX (24 years) vs VVISX (5 years). VVISX is a more actively managed with annual turnover of: 26.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than VVISX: VSMAX (3000) vs VVISX (1000000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. VVISX (17.06). VSMAX return over 5 years is better than : 53.45 vs. VVISX (-23.25).
| VSMAX | VVISX | VSMAX / VVISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 10.898 | 6.612 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 219M | 68,037% |
| Annual Yield % from dividends | 1.42 | 0.52 | 276% |
| Returns for 1 year | 25.54 | 17.06 | 150% |
| Returns for 3 years | 8.91 | -51.08 | -17% |
| Returns for 5 years | 53.45 | -23.25 | -230% |
| Returns for 10 years | 121.55 | N/A | - |
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