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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$576.06
Change-$9.33 (-1.59%)
VolumeN/A
Net Assets1.49T
Vanguard Institutional Index I
Price$507.40
Change-$8.23 (-1.60%)
VolumeN/A
Net Assets321.08B
Vanguard Small Cap Index Admiral Shares
Price$113.88
Change-$1.83 (-1.58%)
VolumeN/A
Net Assets153.28B
VFIAX vs VINIX vs VSMAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. VINIX (321B) and VSMAX (153B). VSMAX pays higher dividends than VINIX and VFIAX: VSMAX (1.37) vs VINIX (1.19) and VFIAX (1.18). 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 : 15.28 vs. VINIX (13.87) and VSMAX (5.00). VFIAX return over 5 years is better than : 94.64 vs. VINIX (77.47) and VSMAX (62.66).
| 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 | 8.271 | 8.090 | 1.673 |
| 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 | 1.49T | 321B | 153B |
| Annual Yield % from dividends | 1.18 | 1.19 | 1.37 |
| Returns for 1 year | 15.28 | 13.87 | 5.00 |
| Returns for 3 years | 54.59 | 48.40 | 26.81 |
| Returns for 5 years | 94.64 | 77.47 | 62.66 |
| Returns for 10 years | 203.61 | 170.26 | 110.71 |
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