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VISVX vs VSFSX
VISVX vs VSFSX Comparison
Open Charts VISVX vs VSFSX
Vanguard Small Cap Value Index I
Price$49.47
Change-$0.35 (-0.70%)
VolumeN/A
Net Assets58.32B
Federated Hermes Clover Small Value R6
Price$25.13
Change-$0.23 (-0.91%)
VolumeN/A
Net Assets179.03M
VISVX vs VSFSX Comparison Chart
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VISVX vs. VSFSX commentary
Jan 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 Buy and VSFSX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. VSFSX (179M). VISVX pays higher dividends than VSFSX: VISVX (1.90) vs VSFSX (1.37). VISVX was incepted earlier than VSFSX: VISVX (27 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 : 17.36 vs. VSFSX (7.30). VISVX return over 5 years is better than : 54.31 vs. VSFSX (26.73).
| VISVX | VSFSX | VISVX / VSFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 4.060 | 4.491 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.3B | 179M | 32,570% |
| Annual Yield % from dividends | 1.90 | 1.37 | 139% |
| Returns for 1 year | 17.36 | 7.30 | 238% |
| Returns for 3 years | 24.14 | 1.08 | 2,238% |
| Returns for 5 years | 54.31 | 26.73 | 203% |
| Returns for 10 years | 106.95 | N/A | - |
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