Interact to see
Advertisement
Advertisement
VISVX vs VSMCX
VISVX vs VSMCX Comparison
Open Charts VISVX vs VSMCX
Vanguard Small Cap Value Index I
Price$54.13
Change+$4.36 (+8.76%)
VolumeN/A
Net Assets59.85B
Invesco Small Cap Value C
Price$10.74
Change-$0.42 (-3.76%)
VolumeN/A
Net Assets9.34B
VISVX vs VSMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VISVX vs. VSMCX commentary
Feb 04, 2026
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 VSMCX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. VSMCX (9.34B). VISVX pays higher dividends than VSMCX: VISVX (1.74) vs VSMCX (0.00). 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 : 12.01 vs. VSMCX (3.27). VISVX return over 5 years is better than : 51.01 vs. VSMCX (2.13).
| 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 | 6.555 | 12.579 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8B | 9.34B | 641% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | 12.01 | 3.27 | 367% |
| Returns for 3 years | 29.81 | 14.08 | 212% |
| Returns for 5 years | 51.01 | 2.13 | 2,389% |
| Returns for 10 years | 161.74 | 0.80 | 20,163% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DGRE | 34.25 | 0.35 | +1.04% |
| WisdomTree Emerging Mkts Qual Div Gr ETF | |||
| NXJ | 12.43 | N/A | N/A |
| Nuveen New Jersey Quality Municipal Income Fund | |||
| JUNZ | 33.16 | N/A | N/A |
| TrueShares Structured Outcome June ETF | |||
| XLRI | 23.67 | -0.06 | -0.27% |
| State Street® RlEsttSelSectSPDR®PrmETF | |||
| VFLO | 39.01 | -0.59 | -1.49% |
| VictoryShares Free Cash Flow ETF | |||