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VISVX vs VSMVX
VISVX vs VSMVX Comparison
Open Charts VISVX vs VSMVX
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$349.37
Change-$7.12 (-2.00%)
VolumeN/A
Net Assets1.25B
VISVX vs VSMVX Comparison Chart
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VISVX vs. VSMVX 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 VISVX is a StrongBuy and VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. VSMVX (1.25B). VSMVX (2.19) and VISVX (2.11) have matching dividends . VISVX was incepted earlier than VSMVX: VISVX (27 years) vs VSMVX (11 years). VISVX (0.19) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 52.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than VSMVX: VISVX (3000) vs VSMVX (5000000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. VSMVX (0.16). VISVX return over 5 years is better than : 80.48 vs. VSMVX (64.18).
| VISVX | VSMVX | VISVX / VSMVX | |
| Total Expense Ratio | 0.19 | 0.03 | 633% |
| Annual Report Gross Expense Ratio | 0.19 | 0.03 | 633% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | -4.331 | -10.550 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 1.25B | 4,330% |
| Annual Yield % from dividends | 2.11 | 2.19 | 96% |
| Returns for 1 year | 3.80 | 0.16 | 2,362% |
| Returns for 3 years | 26.12 | 8.57 | 305% |
| Returns for 5 years | 80.48 | 64.18 | 125% |
| Returns for 10 years | 80.06 | 67.11 | 119% |
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