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VISVX vs VSFAX
VISVX vs VSFAX Comparison
Open Charts VISVX vs VSFAX
Vanguard Small Cap Value Index I
Price$48.35
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets58.35B
Federated Hermes Clover Small Value A
Price$24.56
Change-$0.05 (-0.20%)
VolumeN/A
Net Assets150.64M
VISVX vs VSFAX Comparison Chart in %
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VISVX vs. VSFAX commentary
Nov 20, 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 Hold and VSFAX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. VSFAX (151M). VISVX pays higher dividends than VSFAX: VISVX (1.90) vs VSFAX (0.92). VISVX was incepted earlier than VSFAX: VISVX (28 years) vs VSFAX (30 years). VSFAX (1.48) is less costly to investors than VISVX (0.19). VSFAX is a more actively managed with annual turnover of: 76.00 vs. VISVX (16.00). VSFAX has a lower initial minimum investment than VISVX: VSFAX (1500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -1.93 vs. VSFAX (-10.73). VISVX return over 5 years is better than : 55.92 vs. VSFAX (21.70).
| VISVX | VSFAX | VISVX / VSFAX | |
| Total Expense Ratio | 0.19 | 1.14 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.48 | 13% |
| Fund Existence | 28 years | 30 years | - |
| Gain YTD | 2.266 | 1.446 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 151M | 38,609% |
| Annual Yield % from dividends | 1.90 | 0.92 | 206% |
| Returns for 1 year | -1.93 | -10.73 | 18% |
| Returns for 3 years | 24.30 | -2.81 | -865% |
| Returns for 5 years | 55.92 | 21.70 | 258% |
| Returns for 10 years | 104.09 | 5.49 | 1,897% |
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