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VISVX vs VRTVX
VISVX vs VRTVX Comparison
Open Charts VISVX vs VRTVX
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
Vanguard Russell 2000 Value Index I
Price$288.17
Change+$0.70 (+0.24%)
VolumeN/A
Net Assets816.7M
VISVX vs VRTVX Comparison Chart in %
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VISVX vs. VRTVX commentary
Jul 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 VISVX is a StrongBuy and VRTVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. VRTVX (817M). VRTVX (1.99) and VISVX (1.99) have matching dividends . VISVX was incepted earlier than VRTVX: VISVX (27 years) vs VRTVX (13 years). VISVX (0.19) is less costly to investors than VRTVX (0.07). VRTVX is a more actively managed with annual turnover of: 24.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than VRTVX: VISVX (3000) vs VRTVX (5000000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. VRTVX (-1.36). VISVX return over 5 years is better than : 88.78 vs. VRTVX (72.00).
| VISVX | VRTVX | VISVX / VRTVX | |
| Total Expense Ratio | 0.19 | 0.07 | 271% |
| Annual Report Gross Expense Ratio | 0.19 | 0.07 | 271% |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 2.868 | 1.111 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 817M | 6,805% |
| Annual Yield % from dividends | 1.99 | 1.99 | 100% |
| Returns for 1 year | 5.54 | -1.36 | -406% |
| Returns for 3 years | 30.99 | 17.69 | 175% |
| Returns for 5 years | 88.78 | 72.00 | 123% |
| Returns for 10 years | 102.36 | 80.44 | 127% |
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