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VSFRX vs VSIAX
VSFRX vs VSIAX Comparison
Open Charts VSFRX vs VSIAX
Federated Hermes Clover Small Value R
Price$22.63
Change+$0.38 (+1.71%)
VolumeN/A
Net Assets151.9M
Vanguard Small Cap Value Index Admiral
Price$82.42
Change+$0.99 (+1.22%)
VolumeN/A
Net Assets54.02B
VSFRX vs VSIAX Comparison Chart
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VSFRX vs. VSIAX commentary
Jun 07, 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 VSFRX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. VSFRX (152M). VSIAX pays higher dividends than VSFRX: VSIAX (2.23) vs VSFRX (0.94). VSFRX was incepted earlier than VSIAX: VSFRX (15 years) vs VSIAX (14 years). VSFRX (1.72) is less costly to investors than VSIAX (0.07). VSFRX is a more actively managed with annual turnover of: 76.00 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 : 3.02 vs. VSFRX (-6.58). VSIAX return over 5 years is better than : 64.97 vs. VSFRX (29.37).
| VSFRX | VSIAX | VSFRX / VSIAX | |
| Total Expense Ratio | 1.23 | 0.07 | 1,757% |
| Annual Report Gross Expense Ratio | 1.72 | 0.07 | 2,457% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -5.359 | -4.234 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 54B | 0% |
| Annual Yield % from dividends | 0.94 | 2.23 | 42% |
| Returns for 1 year | -6.58 | 3.02 | -218% |
| Returns for 3 years | -11.05 | 12.14 | -91% |
| Returns for 5 years | 29.37 | 64.97 | 45% |
| Returns for 10 years | -7.07 | 82.86 | -9% |
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