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VISVX vs VSFIX
VISVX vs VSFIX Comparison
Open Charts VISVX vs VSFIX
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value IS
Price$24.53
Change-$1.02 (-3.99%)
VolumeN/A
CapitalizationN/A
VISVX vs VSFIX Comparison Chart
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VISVX vs. VSFIX 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 VSFIX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. VSFIX (181M). 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 : 16.18 vs. VSFIX (6.51). VISVX return over 5 years is better than : 52.67 vs. VSFIX (26.57).
| 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 | 14.945 | 4.928 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 181M | 34,807% |
| Annual Yield % from dividends | 1.90 | 1.31 | 145% |
| Returns for 1 year | 16.18 | 6.51 | 249% |
| Returns for 3 years | 20.58 | -7.43 | -277% |
| Returns for 5 years | 52.67 | 26.57 | 198% |
| Returns for 10 years | 105.07 | 8.41 | 1,250% |
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