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VISVX vs VSFRX
VISVX vs VSFRX Comparison
Open Charts VISVX vs VSFRX
Vanguard Small Cap Value Index I
Price$50.74
Change+$0.18 (+0.36%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R
Price$27.82
Change+$0.24 (+0.87%)
VolumeN/A
CapitalizationN/A
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VS
VS
VISVX vs VSFRX Comparison Chart
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VISVX vs. VSFRX commentary
Nov 11, 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 Buy and VSFRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. VSFRX (194M). VISVX pays higher dividends than VSFRX: VISVX (1.90) vs VSFRX (1.04). VISVX was incepted earlier than VSFRX: VISVX (26 years) vs VSFRX (14 years). VSFRX is a more actively managed with annual turnover of: 92.00 vs. VISVX (16.00). VSFRX has a lower initial minimum investment than VISVX: VSFRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 37.66 vs. VSFRX (35.01). VISVX return over 5 years is better than : 60.69 vs. VSFRX (43.60).
| VISVX | VSFRX | VISVX / VSFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 18.015 | 17.434 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 194M | 29,691% |
| Annual Yield % from dividends | 1.90 | 1.04 | 182% |
| Returns for 1 year | 37.66 | 35.01 | 108% |
| Returns for 3 years | 15.71 | -5.05 | -311% |
| Returns for 5 years | 60.69 | 43.60 | 139% |
| Returns for 10 years | 112.70 | 5.86 | 1,924% |
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