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AXVIX vs VSIIX
AXVIX vs VSIIX Comparison
Open Charts AXVIX vs VSIIX
Acclivity Small Cap Value I
Price$18.05
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets31.71M
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
AXVIX vs VSIIX Comparison Chart in %
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AXVIX vs. VSIIX commentary
Jul 27, 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 StrongBuy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. AXVIX (31.7M). VSIIX pays higher dividends than AXVIX: VSIIX (2.12) vs AXVIX (1.18). AXVIX was incepted earlier than VSIIX: AXVIX (7 years) vs VSIIX (26 years). AXVIX (1.04) is less costly to investors than VSIIX (0.06). AXVIX is a more actively managed with annual turnover of: 96.00 vs. VSIIX (16.00). AXVIX has a lower initial minimum investment than VSIIX: AXVIX (20000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 5.59 vs. AXVIX (-7.40). AXVIX return over 5 years is better than : 101.22 vs. VSIIX (89.04).
| AXVIX | VSIIX | AXVIX / VSIIX | |
| Total Expense Ratio | 0.48 | 0.06 | 800% |
| Annual Report Gross Expense Ratio | 1.04 | 0.06 | 1,733% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | -2.115 | 2.903 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 55.6B | 0% |
| Annual Yield % from dividends | 1.18 | 2.12 | 56% |
| Returns for 1 year | -7.40 | 5.59 | -132% |
| Returns for 3 years | 20.68 | 31.09 | 67% |
| Returns for 5 years | 101.22 | 89.04 | 114% |
| Returns for 10 years | N/A | 102.89 | - |
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