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VSFAX vs VSIAX
VSFAX vs VSIAX Comparison
Open Charts VSFAX vs VSIAX
Federated Hermes Clover Small Value A
Price$27.79
Change-$0.28 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
VSFAX vs VSIAX Comparison Chart
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VSFAX vs. VSIAX commentary
Nov 18, 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 VSFAX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. VSFAX (188M). 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 : 28.76 vs. VSFAX (25.61). VSIAX return over 5 years is better than : 57.44 vs. VSFAX (41.03).
| 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 | 14.221 | 15.498 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 57.6B | 0% |
| Annual Yield % from dividends | 1.06 | 2.01 | 53% |
| Returns for 1 year | 25.61 | 28.76 | 89% |
| Returns for 3 years | -6.75 | 13.29 | -51% |
| Returns for 5 years | 41.03 | 57.44 | 71% |
| Returns for 10 years | 4.93 | 108.79 | 5% |