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VFIAX or VINIX or VSMAX
VFIAX vs VINIX vs VSMAX Comparison
Open Charts VFIAX vs VINIX vs VSMAX
Vanguard 500 Index Admiral
Price$571.33
Change+$3.00 (+0.53%)
VolumeN/A
Net Assets1.43T
Vanguard Institutional Index I
Price$501.69
Change+$2.64 (+0.53%)
VolumeN/A
Net Assets308.43B
Vanguard Small Cap Index Admiral Shares
Price$113.78
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
VFIAX vs VINIX vs VSMAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. VINIX (308B) and VSMAX (148B). VSMAX pays higher dividends than VINIX and VFIAX: VSMAX (1.48) vs VINIX (1.29) and VFIAX (1.28). VFIAX was incepted earlier than VINIX and VSMAX: VFIAX (25 years) vs VINIX (35 years) and VSMAX (25 years). VSMAX (0.05) is less costly to investors than VFIAX (0.04) and VINIX (0.04). VSMAX is a more actively managed with annual turnover of: 13.00 vs. VINIX (4.00) and VFIAX (2.00). VFIAX and VSMAX has a lower initial minimum investment than VINIX: VFIAX (3000) and VSMAX (3000) vs VINIX (5000000). VFIAX annual gain was more profitable for investors over the last year : 12.03 vs. VINIX (10.33) and VSMAX (9.13). VFIAX return over 5 years is better than : 104.95 vs. VINIX (86.31) and VSMAX (71.35).
| VFIAX | VINIX | VSMAX | |
| Total Expense Ratio | 0.04 | 0.04 | 0.05 |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 0.05 |
| Fund Existence | 25 years | 35 years | 25 years |
| Gain YTD | 4.726 | 4.236 | -1.105 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 3000 | 5000000 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 1.43T | 308B | 148B |
| Annual Yield % from dividends | 1.28 | 1.29 | 1.48 |
| Returns for 1 year | 12.03 | 10.33 | 9.13 |
| Returns for 3 years | 61.35 | 54.43 | 33.59 |
| Returns for 5 years | 104.95 | 86.31 | 71.35 |
| Returns for 10 years | 198.98 | 165.35 | 103.44 |
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