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VSFSX vs VSIAX
VSFSX vs VSIAX Comparison
Open Charts VSFSX vs VSIAX
Federated Hermes Clover Small Value R6
Price$25.13
Change-$0.23 (-0.91%)
VolumeN/A
Net Assets179.03M
Vanguard Small Cap Value Index Admiral
Price$88.65
Change-$0.62 (-0.69%)
VolumeN/A
Net Assets58.32B
VSFSX vs VSIAX Comparison Chart
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VSFSX vs. VSIAX commentary
Jan 23, 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 VSFSX is a Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. VSFSX (179M). 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 : 17.61 vs. VSFSX (7.30). VSIAX return over 5 years is better than : 53.73 vs. VSFSX (26.73).
| 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 | 4.491 | 4.814 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 58.3B | 0% |
| Annual Yield % from dividends | 1.37 | 2.01 | 68% |
| Returns for 1 year | 7.30 | 17.61 | 41% |
| Returns for 3 years | 1.08 | 25.09 | 4% |
| Returns for 5 years | 26.73 | 53.73 | 50% |
| Returns for 10 years | N/A | 108.94 | - |