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VSFIX vs VSIAX
VSFIX vs VSIAX Comparison
Open Charts VSFIX vs VSIAX
Federated Hermes Clover Small Value IS
Price$24.98
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
VSFIX vs VSIAX Comparison Chart
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VSFIX 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 VSFIX is a Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. VSFIX (177M). VSIAX pays higher dividends than VSFIX: VSIAX (2.01) vs VSFIX (1.31). VSFIX was incepted earlier than VSIAX: VSFIX (16 years) vs VSIAX (13 years). VSFIX is a more actively managed with annual turnover of: 92.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than VSFIX: VSIAX (3000) vs VSFIX (1000000). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. VSFIX (8.66). VSIAX return over 5 years is better than : 50.37 vs. VSFIX (23.43).
| VSFIX | VSIAX | VSFIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 3.053 | 3.217 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 58.3B | 0% |
| Annual Yield % from dividends | 1.31 | 2.01 | 65% |
| Returns for 1 year | 8.66 | 18.49 | 47% |
| Returns for 3 years | -5.45 | 17.05 | -32% |
| Returns for 5 years | 23.43 | 50.37 | 47% |
| Returns for 10 years | 11.16 | 109.60 | 10% |
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