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VISVX vs VSFIX
VISVX vs VSFIX Comparison
Open Charts VISVX vs VSFIX
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
Federated Hermes Clover Small Value IS
Price$24.98
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets176.58M
VISVX vs VSFIX Comparison Chart
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VISVX vs. VSFIX 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 VSFIX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. VSFIX (177M). 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 : 18.46 vs. VSFIX (8.66). VISVX return over 5 years is better than : 50.22 vs. VSFIX (23.43).
| 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 | 3.197 | 3.053 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 177M | 32,938% |
| Annual Yield % from dividends | 1.90 | 1.31 | 145% |
| Returns for 1 year | 18.46 | 8.66 | 213% |
| Returns for 3 years | 16.97 | -5.45 | -311% |
| Returns for 5 years | 50.22 | 23.43 | 214% |
| Returns for 10 years | 109.01 | 11.16 | 977% |