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VISVX vs VSFCX
VISVX vs VSFCX Comparison
Open Charts VISVX vs VSFCX
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value C
Price$21.48
Change-$0.89 (-3.98%)
VolumeN/A
CapitalizationN/A
VISVX vs VSFCX Comparison Chart
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VISVX vs. VSFCX commentary
Dec 19, 2024
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 VSFCX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. VSFCX (181M). VISVX pays higher dividends than VSFCX: VISVX (1.90) vs VSFCX (0.49). VISVX was incepted earlier than VSFCX: VISVX (27 years) vs VSFCX (29 years). VSFCX is a more actively managed with annual turnover of: 92.00 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 : 16.18 vs. VSFCX (4.16). VISVX return over 5 years is better than : 52.67 vs. VSFCX (16.58).
| VISVX | VSFCX | VISVX / VSFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | 14.945 | 2.709 | 552% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 181M | 34,807% |
| Annual Yield % from dividends | 1.90 | 0.49 | 389% |
| Returns for 1 year | 16.18 | 4.16 | 389% |
| Returns for 3 years | 20.58 | -12.97 | -159% |
| Returns for 5 years | 52.67 | 16.58 | 318% |
| Returns for 10 years | 105.07 | -6.06 | -1,733% |
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