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VISVX vs VSMCX
VISVX vs VSMCX Comparison
Open Charts VISVX vs VSMCX
Vanguard Small Cap Value Index I
Price$51.64
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets59.64B
Invesco Small Cap Value C
Price$9.74
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets8.33B
VISVX vs VSMCX Comparison Chart in %
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VISVX vs. VSMCX commentary
Dec 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 VISVX is a Buy and VSMCX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. VSMCX (8.33B). VISVX pays higher dividends than VSMCX: VISVX (1.86) vs VSMCX (0.22). VISVX was incepted earlier than VSMCX: VISVX (28 years) vs VSMCX (27 years). VSMCX (1.85) is less costly to investors than VISVX (0.19). VSMCX is a more actively managed with annual turnover of: 52.00 vs. VISVX (16.00). VSMCX has a lower initial minimum investment than VISVX: VSMCX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 7.55 vs. VSMCX (-4.88). VISVX return over 5 years is better than : 54.54 vs. VSMCX (1.12).
| VISVX | VSMCX | VISVX / VSMCX | |
| Total Expense Ratio | 0.19 | 1.85 | 10% |
| Annual Report Gross Expense Ratio | 0.19 | 1.85 | 10% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 9.022 | -3.755 | -240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6B | 8.33B | 715% |
| Annual Yield % from dividends | 1.86 | 0.22 | 826% |
| Returns for 1 year | 7.55 | -4.88 | -155% |
| Returns for 3 years | 37.02 | 12.99 | 285% |
| Returns for 5 years | 54.54 | 1.12 | 4,854% |
| Returns for 10 years | 123.25 | -22.89 | -539% |
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