Interact to see
Advertisement
Advertisement
SPVYX vs VISVX
SPVYX vs VISVX Comparison
Open Charts SPVYX vs VISVX
SEI Small Cap Value Y (SIMT)
Price$20.95
Change-$0.41 (-1.92%)
VolumeN/A
Net Assets267.35M
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
SPVYX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPVYX vs. VISVX commentary
Jun 15, 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 SPVYX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. SPVYX (267M). VISVX pays higher dividends than SPVYX: VISVX (2.11) vs SPVYX (1.46). SPVYX was incepted earlier than VISVX: SPVYX (10 years) vs VISVX (27 years). SPVYX (0.98) is less costly to investors than VISVX (0.19). SPVYX is a more actively managed with annual turnover of: 57.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than SPVYX: VISVX (3000) vs SPVYX (100000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. SPVYX (-13.43). VISVX return over 5 years is better than : 80.48 vs. SPVYX (34.74).
| SPVYX | VISVX | SPVYX / VISVX | |
| Total Expense Ratio | 0.98 | 0.19 | 516% |
| Annual Report Gross Expense Ratio | 0.98 | 0.19 | 516% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -5.085 | -4.331 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 54B | 0% |
| Annual Yield % from dividends | 1.46 | 2.11 | 69% |
| Returns for 1 year | -13.43 | 3.80 | -353% |
| Returns for 3 years | -3.65 | 26.12 | -14% |
| Returns for 5 years | 34.74 | 80.48 | 43% |
| Returns for 10 years | N/A | 80.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers