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VISVX vs VSFCX
VISVX vs VSFCX Comparison
Open Charts VISVX vs VSFCX
Vanguard Small Cap Value Index I
Price$42.40
Change+$3.34 (+8.55%)
VolumeN/A
Net Assets53.62B
Federated Hermes Clover Small Value C
Price$18.88
Change+$1.48 (+8.51%)
VolumeN/A
Net Assets133.97M
VISVX vs VSFCX Comparison Chart
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VISVX vs. VSFCX commentary
Apr 11, 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 VSFCX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. VSFCX (134M). VISVX pays higher dividends than VSFCX: VISVX (2.14) vs VSFCX (0.34). VISVX was incepted earlier than VSFCX: VISVX (27 years) vs VSFCX (29 years). VSFCX (2.23) is less costly to investors than VISVX (0.19). VSFCX is a more actively managed with annual turnover of: 76.00 vs. VISVX (16.00). VSFCX has a lower initial minimum investment than VISVX: VSFCX (1500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -13.30 vs. VSFCX (-22.50). VISVX return over 5 years is better than : 69.67 vs. VSFCX (27.20).
| VISVX | VSFCX | VISVX / VSFCX | |
| Total Expense Ratio | 0.19 | 1.96 | 10% |
| Annual Report Gross Expense Ratio | 0.19 | 2.23 | 9% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | -17.709 | -18.768 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6B | 134M | 40,000% |
| Annual Yield % from dividends | 2.14 | 0.34 | 634% |
| Returns for 1 year | -13.30 | -22.50 | 59% |
| Returns for 3 years | -3.75 | -25.17 | 15% |
| Returns for 5 years | 69.67 | 27.20 | 256% |
| Returns for 10 years | 54.64 | -28.64 | -191% |
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