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AXVIX vs VISVX
AXVIX vs VISVX Comparison
Open Charts AXVIX vs VISVX
Acclivity Small Cap Value I
Price$19.13
Change+$0.21 (+1.11%)
VolumeN/A
Net Assets33.06M
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
AXVIX vs VISVX Comparison Chart in %
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AXVIX vs. VISVX commentary
Sep 28, 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 AXVIX is a Buy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. AXVIX (33.1M). VISVX pays higher dividends than AXVIX: VISVX (1.86) vs AXVIX (1.09). AXVIX was incepted earlier than VISVX: AXVIX (7 years) vs VISVX (27 years). AXVIX (1.04) is less costly to investors than VISVX (0.19). AXVIX is a more actively managed with annual turnover of: 96.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than AXVIX: VISVX (3000) vs AXVIX (20000). VISVX annual gain was more profitable for investors over the last year : 5.25 vs. AXVIX (-0.14). AXVIX return over 5 years is better than : 116.96 vs. VISVX (96.62).
| AXVIX | VISVX | AXVIX / VISVX | |
| Total Expense Ratio | 0.48 | 0.19 | 253% |
| Annual Report Gross Expense Ratio | 1.04 | 0.19 | 547% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 3.742 | 5.884 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 3000 | 667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 59.2B | 0% |
| Annual Yield % from dividends | 1.09 | 1.86 | 59% |
| Returns for 1 year | -0.14 | 5.25 | -3% |
| Returns for 3 years | 40.05 | 47.78 | 84% |
| Returns for 5 years | 116.96 | 96.62 | 121% |
| Returns for 10 years | N/A | 128.55 | - |