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VISVX vs VSFSX
VISVX vs VSFSX Comparison
Open Charts VISVX vs VSFSX
Vanguard Small Cap Value Index I
Price$50.56
Change-$0.15 (-0.30%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R6
Price$28.48
Change-$0.28 (-0.97%)
VolumeN/A
CapitalizationN/A
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VISVX vs VSFSX Comparison Chart
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VISVX vs. VSFSX commentary
Nov 08, 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 VSFSX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX pays higher dividends than VSFSX: VISVX (1.90) vs VSFSX (1.37). VISVX was incepted earlier than VSFSX: VISVX (26 years) vs VSFSX (9 years). VSFSX is a more actively managed with annual turnover of: 92.00 vs. VISVX (16.00). VSFSX has a lower initial minimum investment than VISVX: VSFSX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 35.60 vs. VSFSX (32.71). VISVX return over 5 years is better than : 60.12 vs. VSFSX (45.73).
| VISVX | VSFSX | VISVX / VSFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 17.596 | 16.817 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | N/A | - |
| Annual Yield % from dividends | 1.90 | 1.37 | 139% |
| Returns for 1 year | 35.60 | 32.71 | 109% |
| Returns for 3 years | 15.04 | -4.62 | -326% |
| Returns for 5 years | 60.12 | 45.73 | 131% |
| Returns for 10 years | 111.77 | N/A | - |
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