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VISVX vs VSFSX
VISVX vs VSFSX Comparison
Open Charts VISVX vs VSFSX
Vanguard Small Cap Value Index I
Price$47.85
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R6
Price$24.64
Change+$0.20 (+0.82%)
VolumeN/A
CapitalizationN/A
VISVX vs VSFSX Comparison Chart
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VISVX vs. VSFSX commentary
Dec 23, 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 Hold and VSFSX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. VSFSX (174M). 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 : 11.81 vs. VSFSX (1.40). VISVX return over 5 years is better than : 47.19 vs. VSFSX (21.86).
| 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 | 11.293 | 1.066 | 1,059% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63B | 174M | 36,207% |
| Annual Yield % from dividends | 1.90 | 1.37 | 139% |
| Returns for 1 year | 11.81 | 1.40 | 844% |
| Returns for 3 years | 15.69 | -12.02 | -130% |
| Returns for 5 years | 47.19 | 21.86 | 216% |
| Returns for 10 years | 96.52 | N/A | - |
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