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VISVX vs VSFSX
VISVX vs VSFSX Comparison
Open Charts VISVX vs VSFSX
Vanguard Small Cap Value Index I
Price$50.61
Change+$0.82 (+1.65%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R6
Price$28.40
Change+$0.43 (+1.54%)
VolumeN/A
CapitalizationN/A
VISVX vs VSFSX Comparison Chart
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VISVX vs. VSFSX commentary
Nov 22, 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 Sell.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. VSFSX (188M). 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 : 30.04 vs. VSFSX (26.80). VISVX return over 5 years is better than : 62.14 vs. VSFSX (46.71).
| 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 | 17.712 | 16.489 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6B | 188M | 30,638% |
| Annual Yield % from dividends | 1.90 | 1.37 | 139% |
| Returns for 1 year | 30.04 | 26.80 | 112% |
| Returns for 3 years | 16.92 | -2.30 | -734% |
| Returns for 5 years | 62.14 | 46.71 | 133% |
| Returns for 10 years | 109.83 | N/A | - |
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