Ad is loading...
VISVX vs VSFRX
VISVX vs VSFRX Comparison
Open Charts VISVX vs VSFRX
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
Federated Hermes Clover Small Value R
Price$23.48
Change-$0.52 (-2.17%)
VolumeN/A
Net Assets168.22M
VISVX vs VSFRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VISVX vs. VSFRX commentary
Feb 23, 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: 60.2B vs. VSFRX (168M). 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 : 9.96 vs. VSFRX (1.49). VISVX return over 5 years is better than : 47.46 vs. VSFRX (18.99).
| 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 | -0.316 | -0.128 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2B | 168M | 35,833% |
| Annual Yield % from dividends | 1.90 | 1.04 | 182% |
| Returns for 1 year | 9.96 | 1.49 | 666% |
| Returns for 3 years | 17.90 | -4.94 | -362% |
| Returns for 5 years | 47.46 | 18.99 | 250% |
| Returns for 10 years | 90.10 | -1.18 | -7,650% |
View a ticker or compare two or three
VS
VS
Ad is loading...