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VISVX vs VSFAX
VISVX vs VSFAX Comparison
Open Charts VISVX vs VSFAX
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
Federated Hermes Clover Small Value A
Price$24.94
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets176.58M
VISVX vs VSFAX Comparison Chart
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VISVX vs. VSFAX commentary
Jan 19, 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 VSFAX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. VSFAX (177M). VISVX pays higher dividends than VSFAX: VISVX (1.90) vs VSFAX (1.06). VISVX was incepted earlier than VSFAX: VISVX (27 years) vs VSFAX (29 years). VSFAX is a more actively managed with annual turnover of: 92.00 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 : 18.46 vs. VSFAX (8.35). VISVX return over 5 years is better than : 50.22 vs. VSFAX (21.76).
| VISVX | VSFAX | VISVX / VSFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 3.197 | 3.015 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 177M | 32,938% |
| Annual Yield % from dividends | 1.90 | 1.06 | 179% |
| Returns for 1 year | 18.46 | 8.35 | 221% |
| Returns for 3 years | 16.97 | -6.23 | -272% |
| Returns for 5 years | 50.22 | 21.76 | 231% |
| Returns for 10 years | 109.01 | 8.92 | 1,222% |
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