Interact to see
Advertisement
Advertisement
VFIAX or VINIX or VSMAX
VFIAX vs VINIX vs VSMAX Comparison
Open Charts VFIAX vs VINIX vs VSMAX
VFIAX vs VINIX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.7T vs. VINIX (355B) and VSMAX (183B). VSMAX pays higher dividends than VFIAX and VINIX: VSMAX (1.19) vs VFIAX (1.02) and VINIX (1.01). VFIAX was incepted earlier than VINIX and VSMAX: VFIAX (26 years) vs VINIX (36 years) and VSMAX (26 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: 17.00 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). VSMAX and VFIAX annual gain was more profitable for investors over the last year : 27.55 and 26.54 vs. VINIX (24.62). VFIAX return over 5 years is better than : 78.69 vs. VINIX (63.82) and VSMAX (33.13).
| 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 | 26 years | 36 years | 26 years |
| Gain YTD | 10.533 | 9.742 | 13.835 |
| 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 | 1.7T | 355B | 183B |
| Annual Yield % from dividends | 1.02 | 1.01 | 1.19 |
| Returns for 1 year | 26.54 | 24.62 | 27.55 |
| Returns for 3 years | 76.87 | 69.56 | 56.66 |
| Returns for 5 years | 78.69 | 63.82 | 33.13 |
| Returns for 10 years | 258.15 | 214.00 | 158.97 |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers