Ad is loading...
VISVX vs VSFSX
VISVX vs VSFSX Comparison
Open Charts VISVX vs VSFSX
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
Federated Hermes Clover Small Value R6
Price$24.26
Change-$0.54 (-2.18%)
VolumeN/A
Net Assets168.22M
VISVX vs VSFSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VISVX vs. VSFSX 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 VSFSX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. VSFSX (168M). 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 : 9.96 vs. VSFSX (2.22). VISVX return over 5 years is better than : 47.46 vs. VSFSX (22.29).
| 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 | -0.316 | -0.041 | 766% |
| 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 | 1.37 | 139% |
| Returns for 1 year | 9.96 | 2.22 | 449% |
| Returns for 3 years | 17.90 | -3.16 | -567% |
| Returns for 5 years | 47.46 | 22.29 | 213% |
| Returns for 10 years | 90.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...