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VISVX vs VSFRX
VISVX vs VSFRX Comparison
Open Charts VISVX vs VSFRX
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
Federated Hermes Clover Small Value R
Price$24.22
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets176.58M
VISVX vs VSFRX Comparison Chart
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VISVX vs. VSFRX 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 VSFRX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. VSFRX (177M). VISVX pays higher dividends than VSFRX: VISVX (1.90) vs VSFRX (1.04). VISVX was incepted earlier than VSFRX: VISVX (27 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 : 18.46 vs. VSFRX (7.98). VISVX return over 5 years is better than : 50.22 vs. VSFRX (20.60).
| VISVX | VSFRX | VISVX / VSFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 3.197 | 3.020 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 177M | 32,938% |
| Annual Yield % from dividends | 1.90 | 1.04 | 182% |
| Returns for 1 year | 18.46 | 7.98 | 231% |
| Returns for 3 years | 16.97 | -6.96 | -244% |
| Returns for 5 years | 50.22 | 20.60 | 244% |
| Returns for 10 years | 109.01 | 6.79 | 1,606% |
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