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VSFRX vs VSIAX
VSFRX vs VSIAX Comparison
Open Charts VSFRX vs VSIAX
Federated Hermes Clover Small Value R
Price$27.04
Change-$0.27 (-0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
VSFRX vs VSIAX Comparison Chart
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VSFRX vs. VSIAX 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 VSFRX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B 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 : 28.76 vs. VSFRX (25.45). VSIAX return over 5 years is better than : 57.44 vs. VSFRX (40.00).
| 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 | 14.141 | 15.498 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 57.6B | 0% |
| Annual Yield % from dividends | 1.04 | 2.01 | 52% |
| Returns for 1 year | 25.45 | 28.76 | 88% |
| Returns for 3 years | -7.43 | 13.29 | -56% |
| Returns for 5 years | 40.00 | 57.44 | 70% |
| Returns for 10 years | 3.00 | 108.79 | 3% |