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VSFCX vs VSIIX
VSFCX vs VSIIX Comparison
Open Charts VSFCX vs VSIIX
Federated Hermes Clover Small Value C
Price$24.72
Change-$0.24 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
VSFCX vs VSIIX Comparison Chart
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VSFCX vs. VSIIX 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 VSFCX is a StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B 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 : 28.76 vs. VSFCX (24.38). VSIIX return over 5 years is better than : 57.48 vs. VSFCX (33.11).
| 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 | 13.499 | 15.492 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 57.6B | 0% |
| Annual Yield % from dividends | 0.49 | 2.02 | 24% |
| Returns for 1 year | 24.38 | 28.76 | 85% |
| Returns for 3 years | -10.57 | 13.30 | -80% |
| Returns for 5 years | 33.11 | 57.48 | 58% |
| Returns for 10 years | -6.47 | 108.84 | -6% |
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