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VSMAX vs VVISX
VSMAX vs VVISX Comparison
Open Charts VSMAX vs VVISX
Vanguard Small Cap Index Admiral Shares
Price$108.68
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
Vulcan Value Partners Small Cap Instl
Price$11.78
Change-$0.29 (-2.40%)
VolumeN/A
Net Assets127.68M
VSMAX vs VVISX Comparison Chart
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VSMAX vs. VVISX commentary
May 22, 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 VSMAX is a Buy and VVISX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. VVISX (128M). VSMAX (1.56) and VVISX (1.56) have matching dividends . VSMAX was incepted earlier than VVISX: VSMAX (25 years) vs VVISX (6 years). VVISX (1.32) is less costly to investors than VSMAX (0.05). VVISX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (13.00). 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 : 3.93 vs. VVISX (-2.10). VSMAX return over 5 years is better than : 72.27 vs. VVISX (3.89).
| VSMAX | VVISX | VSMAX / VVISX | |
| Total Expense Ratio | 0.05 | 1.00 | 5% |
| Annual Report Gross Expense Ratio | 0.05 | 1.32 | 4% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -2.861 | 1.089 | -263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 128M | 109,375% |
| Annual Yield % from dividends | 1.56 | 1.56 | 100% |
| Returns for 1 year | 3.93 | -2.10 | -187% |
| Returns for 3 years | 27.20 | -13.57 | -200% |
| Returns for 5 years | 72.27 | 3.89 | 1,858% |
| Returns for 10 years | 96.62 | N/A | - |
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