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VISVX vs VSFRX
VISVX vs VSFRX Comparison
Open Charts VISVX vs VSFRX
Vanguard Small Cap Value Index I
Price$48.35
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets58.35B
Federated Hermes Clover Small Value R
Price$23.84
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets150.64M
VISVX vs VSFRX Comparison Chart in %
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VISVX vs. VSFRX commentary
Nov 20, 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 VSFRX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. VSFRX (151M). VISVX pays higher dividends than VSFRX: VISVX (1.90) vs VSFRX (0.86). VISVX was incepted earlier than VSFRX: VISVX (28 years) vs VSFRX (15 years). VSFRX (1.72) is less costly to investors than VISVX (0.19). VSFRX is a more actively managed with annual turnover of: 76.00 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 : -1.93 vs. VSFRX (-11.01). VISVX return over 5 years is better than : 55.92 vs. VSFRX (20.46).
| VISVX | VSFRX | VISVX / VSFRX | |
| Total Expense Ratio | 0.19 | 1.23 | 15% |
| Annual Report Gross Expense Ratio | 0.19 | 1.72 | 11% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 2.266 | 1.404 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 151M | 38,609% |
| Annual Yield % from dividends | 1.90 | 0.86 | 222% |
| Returns for 1 year | -1.93 | -11.01 | 18% |
| Returns for 3 years | 24.30 | -3.56 | -683% |
| Returns for 5 years | 55.92 | 20.46 | 273% |
| Returns for 10 years | 104.09 | 3.49 | 2,986% |
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