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VISVX vs VSFRX
VISVX vs VSFRX Comparison
Open Charts VISVX vs VSFRX
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R
Price$23.72
Change-$0.98 (-3.97%)
VolumeN/A
CapitalizationN/A
VISVX vs VSFRX Comparison Chart
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VISVX vs. VSFRX 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 VSFRX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. VSFRX (181M). 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 : 10.29 vs. VSFRX (0.17). VISVX return over 5 years is better than : 46.30 vs. VSFRX (18.31).
| 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 | 10.619 | 0.127 | 8,385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 181M | 34,807% |
| Annual Yield % from dividends | 1.90 | 1.04 | 182% |
| Returns for 1 year | 10.29 | 0.17 | 6,234% |
| Returns for 3 years | 16.04 | -12.70 | -126% |
| Returns for 5 years | 46.30 | 18.31 | 253% |
| Returns for 10 years | 97.35 | 0.01 | 1,496,427% |
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