Ad is loading...
Ad is loading...
VSFSX vs VSIAX
VSFSX vs VSIAX Comparison
Open Charts VSFSX vs VSIAX
Federated Hermes Clover Small Value R6
Price$28.40
Change+$0.43 (+1.54%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.70
Change+$1.48 (+1.66%)
VolumeN/A
CapitalizationN/A
VSFSX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSFSX vs. VSIAX commentary
Nov 22, 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 VSFSX is a Sell and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. VSFSX (188M). VSIAX pays higher dividends than VSFSX: VSIAX (2.01) vs VSFSX (1.37). VSFSX was incepted earlier than VSIAX: VSFSX (9 years) vs VSIAX (13 years). VSFSX is a more actively managed with annual turnover of: 92.00 vs. VSIAX (16.00). VSFSX has a lower initial minimum investment than VSIAX: VSFSX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 30.11 vs. VSFSX (26.80). VSIAX return over 5 years is better than : 62.31 vs. VSFSX (46.71).
| VSFSX | VSIAX | VSFSX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 16.489 | 17.784 | 93% |
| 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 | 1.37 | 2.01 | 68% |
| Returns for 1 year | 26.80 | 30.11 | 89% |
| Returns for 3 years | -2.30 | 16.99 | -14% |
| Returns for 5 years | 46.71 | 62.31 | 75% |
| Returns for 10 years | N/A | 110.46 | - |