Interact to see
Advertisement
Advertisement
AXVIX vs VSIIX
AXVIX vs VSIIX Comparison
Open Charts AXVIX vs VSIIX
Acclivity Small Cap Value I
Price$16.86
Change-$0.28 (-1.63%)
VolumeN/A
Net Assets29.69M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
AXVIX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AXVIX vs. VSIIX commentary
Jun 16, 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: 54B vs. AXVIX (29.7M). VSIIX pays higher dividends than AXVIX: VSIIX (2.24) vs AXVIX (1.24). AXVIX was incepted earlier than VSIIX: AXVIX (6 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 : 3.81 vs. AXVIX (-6.48). AXVIX return over 5 years is better than : 94.59 vs. VSIIX (80.64).
| 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 | 6 years | 26 years | - |
| Gain YTD | -8.568 | -4.316 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 20000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 54B | 0% |
| Annual Yield % from dividends | 1.24 | 2.24 | 55% |
| Returns for 1 year | -6.48 | 3.81 | -170% |
| Returns for 3 years | 15.72 | 26.18 | 60% |
| Returns for 5 years | 94.59 | 80.64 | 117% |
| Returns for 10 years | N/A | 80.51 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement