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AVALX vs VSIIX
AVALX vs VSIIX Comparison
Open Charts AVALX vs VSIIX
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
AVALX vs VSIIX Comparison Chart in %
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VS
VS
AVALX vs. VSIIX commentary
Jul 07, 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 AVALX is a Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. AVALX (565M). VSIIX pays higher dividends than AVALX: VSIIX (2.12) vs AVALX (0.77). AVALX was incepted earlier than VSIIX: AVALX (27 years) vs VSIIX (26 years). AVALX (1.45) is less costly to investors than VSIIX (0.06). VSIIX is a more actively managed with annual turnover of: 16.00 vs. AVALX (9.00). AVALX has a lower initial minimum investment than VSIIX: AVALX (10000) vs VSIIX (5000000). AVALX annual gain was more profitable for investors over the last year : 26.15 vs. VSIIX (11.69). AVALX return over 5 years is better than : 183.72 vs. VSIIX (94.15).
| AVALX | VSIIX | AVALX / VSIIX | |
| Total Expense Ratio | 1.45 | 0.06 | 2,417% |
| Annual Report Gross Expense Ratio | 1.45 | 0.06 | 2,417% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | 29.894 | 2.040 | 1,466% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 54B | 1% |
| Annual Yield % from dividends | 0.77 | 2.12 | 36% |
| Returns for 1 year | 26.15 | 11.69 | 224% |
| Returns for 3 years | 60.12 | 34.90 | 172% |
| Returns for 5 years | 183.72 | 94.15 | 195% |
| Returns for 10 years | 273.77 | 96.60 | 283% |
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