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VSFCX vs VSIIX
VSFCX vs VSIIX Comparison
Open Charts VSFCX vs VSIIX
Federated Hermes Clover Small Value C
Price$24.05
Change-$0.30 (-1.23%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VSFCX vs VSIIX Comparison Chart
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VSFCX vs. VSIIX commentary
Sep 21, 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 VSFCX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. VSFCX (188M). VSIIX pays higher dividends than VSFCX: VSIIX (2.02) vs VSFCX (0.49). VSFCX was incepted earlier than VSIIX: VSFCX (29 years) vs VSIIX (25 years). VSFCX is a more actively managed with annual turnover of: 92.00 vs. VSIIX (16.00). VSFCX has a lower initial minimum investment than VSIIX: VSFCX (1500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 25.85 vs. VSFCX (21.25). VSIIX return over 5 years is better than : 57.12 vs. VSFCX (34.69).
| VSFCX | VSIIX | VSFCX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 10.422 | 11.364 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 57.3B | 0% |
| Annual Yield % from dividends | 0.49 | 2.02 | 24% |
| Returns for 1 year | 21.25 | 25.85 | 82% |
| Returns for 3 years | -2.43 | 21.47 | -11% |
| Returns for 5 years | 34.69 | 57.12 | 61% |
| Returns for 10 years | -6.76 | 109.23 | -6% |