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VSFRX vs VSIAX
VSFRX vs VSIAX Comparison
Open Charts VSFRX vs VSIAX
Federated Hermes Clover Small Value R
Price$26.28
Change-$0.33 (-1.24%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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VSFRX vs VSIAX Comparison Chart
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VSFRX vs. VSIAX 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 VSFRX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. VSFRX (188M). VSIAX pays higher dividends than VSFRX: VSIAX (2.01) vs VSFRX (1.04). VSFRX was incepted earlier than VSIAX: VSFRX (14 years) vs VSIAX (13 years). VSFRX is a more actively managed with annual turnover of: 92.00 vs. VSIAX (16.00). VSFRX has a lower initial minimum investment than VSIAX: VSFRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. VSFRX (22.26). VSIAX return over 5 years is better than : 57.13 vs. VSFRX (41.60).
| VSFRX | VSIAX | VSFRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 10.933 | 11.368 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 57.3B | 0% |
| Annual Yield % from dividends | 1.04 | 2.01 | 52% |
| Returns for 1 year | 22.26 | 25.86 | 86% |
| Returns for 3 years | 1.01 | 21.48 | 5% |
| Returns for 5 years | 41.60 | 57.13 | 73% |
| Returns for 10 years | 2.69 | 109.18 | 2% |