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VSFSX vs VSIAX
VSFSX vs VSIAX Comparison
Open Charts VSFSX vs VSIAX
Federated Hermes Clover Small Value R6
Price$24.64
Change+$0.20 (+0.82%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.75
Change+$0.87 (+1.02%)
VolumeN/A
CapitalizationN/A
VSFSX vs VSIAX Comparison Chart
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VSFSX vs. VSIAX commentary
Dec 23, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. VSFSX (174M). 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 : 11.88 vs. VSFSX (1.40). VSIAX return over 5 years is better than : 47.32 vs. VSFSX (21.86).
| 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 | 1.066 | 11.356 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 63B | 0% |
| Annual Yield % from dividends | 1.37 | 2.01 | 68% |
| Returns for 1 year | 1.40 | 11.88 | 12% |
| Returns for 3 years | -12.02 | 15.75 | -76% |
| Returns for 5 years | 21.86 | 47.32 | 46% |
| Returns for 10 years | N/A | 97.07 | - |
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