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VISVX vs VSFSX
VISVX vs VSFSX Comparison
Open Charts VISVX vs VSFSX
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R6
Price$27.13
Change-$0.34 (-1.24%)
VolumeN/A
CapitalizationN/A
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VISVX vs VSFSX Comparison Chart
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VISVX vs. VSFSX commentary
Sep 21, 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 has more cash in the bank: 57.3B vs. VSFSX (188M). VISVX pays higher dividends than VSFSX: VISVX (1.90) vs VSFSX (1.37). VISVX was incepted earlier than VSFSX: VISVX (26 years) vs VSFSX (8 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 : 25.80 vs. VSFSX (22.86). VISVX return over 5 years is better than : 56.98 vs. VSFSX (45.08).
| VISVX | VSFSX | VISVX / VSFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 8 years | - |
| Gain YTD | 11.310 | 11.280 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.3B | 188M | 30,479% |
| Annual Yield % from dividends | 1.90 | 1.37 | 139% |
| Returns for 1 year | 25.80 | 22.86 | 113% |
| Returns for 3 years | 21.42 | 2.81 | 763% |
| Returns for 5 years | 56.98 | 45.08 | 126% |
| Returns for 10 years | 108.54 | N/A | - |
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