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VSFAX vs VSIAX
VSFAX vs VSIAX Comparison
Open Charts VSFAX vs VSIAX
Federated Hermes Clover Small Value A
Price$24.94
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets176.58M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
VSFAX vs VSIAX Comparison Chart
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VSFAX vs. VSIAX commentary
Jan 19, 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 VSFAX is a Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. VSFAX (177M). VSIAX pays higher dividends than VSFAX: VSIAX (2.01) vs VSFAX (1.06). VSFAX was incepted earlier than VSIAX: VSFAX (29 years) vs VSIAX (13 years). VSFAX is a more actively managed with annual turnover of: 92.00 vs. VSIAX (16.00). VSFAX has a lower initial minimum investment than VSIAX: VSFAX (1500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. VSFAX (8.35). VSIAX return over 5 years is better than : 50.37 vs. VSFAX (21.76).
| VSFAX | VSIAX | VSFAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 13 years | - |
| Gain YTD | 3.015 | 3.217 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 58.3B | 0% |
| Annual Yield % from dividends | 1.06 | 2.01 | 53% |
| Returns for 1 year | 8.35 | 18.49 | 45% |
| Returns for 3 years | -6.23 | 17.05 | -37% |
| Returns for 5 years | 21.76 | 50.37 | 43% |
| Returns for 10 years | 8.92 | 109.60 | 8% |
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