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VSMAX vs VVISX
VSMAX vs VVISX Comparison
Open Charts VSMAX vs VVISX
Vanguard Small Cap Index Adm
Price$119.32
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
Vulcan Value Partners Small Cap Instl
Price$12.63
Change-$0.12 (-0.94%)
VolumeN/A
CapitalizationN/A
VSMAX vs VVISX Comparison Chart
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VSMAX vs. VVISX commentary
Nov 15, 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: 151B vs. VVISX (169M). VSMAX pays higher dividends than VVISX: VSMAX (1.42) vs VVISX (0.52). VSMAX was incepted earlier than VVISX: VSMAX (24 years) vs VVISX (6 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 : 30.05 vs. VVISX (15.31). VSMAX return over 5 years is better than : 57.30 vs. VVISX (-27.44).
| VSMAX | VVISX | VSMAX / VVISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 17.048 | 4.082 | 418% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 169M | 89,349% |
| Annual Yield % from dividends | 1.42 | 0.52 | 276% |
| Returns for 1 year | 30.05 | 15.31 | 196% |
| Returns for 3 years | 6.03 | -53.86 | -11% |
| Returns for 5 years | 57.30 | -27.44 | -209% |
| Returns for 10 years | 126.96 | N/A | - |