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VSFIX vs VSIAX
VSFIX vs VSIAX Comparison
Open Charts VSFIX vs VSIAX
Federated Hermes Clover Small Value IS
Price$24.53
Change-$1.02 (-3.99%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
VSFIX vs VSIAX Comparison Chart
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VSFIX vs. VSIAX commentary
Dec 19, 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 VSFIX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. VSFIX (181M). 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 : 16.23 vs. VSFIX (6.51). VSIAX return over 5 years is better than : 52.83 vs. VSFIX (26.57).
| 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 | 4.928 | 15.031 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 63B | 0% |
| Annual Yield % from dividends | 1.31 | 2.01 | 65% |
| Returns for 1 year | 6.51 | 16.23 | 40% |
| Returns for 3 years | -7.43 | 20.67 | -36% |
| Returns for 5 years | 26.57 | 52.83 | 50% |
| Returns for 10 years | 8.41 | 105.65 | 8% |
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