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VISVX vs VSFIX
VISVX vs VSFIX Comparison
Open Charts VISVX vs VSFIX
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
Federated Hermes Clover Small Value IS
Price$24.22
Change-$0.54 (-2.18%)
VolumeN/A
Net Assets168.22M
VISVX vs VSFIX Comparison Chart
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VISVX vs. VSFIX commentary
Feb 23, 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 VSFIX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. VSFIX (168M). VISVX pays higher dividends than VSFIX: VISVX (1.90) vs VSFIX (1.31). VISVX was incepted earlier than VSFIX: VISVX (27 years) vs VSFIX (16 years). VSFIX is a more actively managed with annual turnover of: 92.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than VSFIX: VISVX (3000) vs VSFIX (1000000). VISVX annual gain was more profitable for investors over the last year : 12.49 vs. VSFIX (2.11). VISVX return over 5 years is better than : 50.85 vs. VSFIX (21.81).
| VISVX | VSFIX | VISVX / VSFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | 1.977 | -0.083 | -2,396% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 168M | 35,833% |
| Annual Yield % from dividends | 1.90 | 1.31 | 145% |
| Returns for 1 year | 12.49 | 2.11 | 592% |
| Returns for 3 years | 20.61 | -3.41 | -605% |
| Returns for 5 years | 50.85 | 21.81 | 233% |
| Returns for 10 years | 94.47 | 2.86 | 3,299% |