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VSPVX vs VVIAX
VSPVX vs VVIAX Comparison
Open Charts VSPVX vs VVIAX
Vanguard S&P 500 Value Index Instl
Price$392.87
Change+$0.07 (+0.02%)
VolumeN/A
Net Assets5.34B
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
VSPVX vs VVIAX Comparison Chart
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VSPVX vs. VVIAX commentary
May 11, 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 VSPVX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. VSPVX (5.34B). VVIAX (2.34) and VSPVX (2.24) have matching dividends . VSPVX was incepted earlier than VVIAX: VSPVX (10 years) vs VVIAX (25 years). VSPVX (0.05) and VVIAX (0.05) have similar cost to investors . VSPVX is a more actively managed with annual turnover of: 30.00 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than VSPVX: VVIAX (3000) vs VSPVX (5000000). VVIAX annual gain was more profitable for investors over the last year : 4.59 vs. VSPVX (0.92). VSPVX (75.49) and VVIAX (72.66) have equivalent 5 years return.
| VSPVX | VVIAX | VSPVX / VVIAX | |
| Total Expense Ratio | 0.05 | 0.05 | 100% |
| Annual Report Gross Expense Ratio | 0.05 | 0.05 | 100% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -2.880 | -0.684 | 421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 184B | 3% |
| Annual Yield % from dividends | 2.24 | 2.34 | 96% |
| Returns for 1 year | 0.92 | 4.59 | 20% |
| Returns for 3 years | 28.29 | 21.41 | 132% |
| Returns for 5 years | 75.49 | 72.66 | 104% |
| Returns for 10 years | 97.29 | 97.34 | 100% |
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