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VISVX vs VSFAX
VISVX vs VSFAX Comparison
Open Charts VISVX vs VSFAX
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
Federated Hermes Clover Small Value A
Price$22.89
Change-$0.43 (-1.84%)
VolumeN/A
Net Assets151.75M
VISVX vs VSFAX Comparison Chart
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VISVX vs. VSFAX commentary
Jun 16, 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 VISVX is a StrongBuy and VSFAX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. VSFAX (152M). VISVX pays higher dividends than VSFAX: VISVX (2.11) vs VSFAX (1.02). VISVX was incepted earlier than VSFAX: VISVX (27 years) vs VSFAX (29 years). VSFAX (1.48) is less costly to investors than VISVX (0.19). VSFAX is a more actively managed with annual turnover of: 76.00 vs. VISVX (16.00). VSFAX has a lower initial minimum investment than VISVX: VSFAX (1500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. VSFAX (-5.36). VISVX return over 5 years is better than : 80.48 vs. VSFAX (43.77).
| VISVX | VSFAX | VISVX / VSFAX | |
| Total Expense Ratio | 0.19 | 1.14 | 17% |
| Annual Report Gross Expense Ratio | 0.19 | 1.48 | 13% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | -4.331 | -5.452 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 152M | 35,526% |
| Annual Yield % from dividends | 2.11 | 1.02 | 207% |
| Returns for 1 year | 3.80 | -5.36 | -71% |
| Returns for 3 years | 26.12 | -0.24 | -10,681% |
| Returns for 5 years | 80.48 | 43.77 | 184% |
| Returns for 10 years | 80.06 | -6.62 | -1,209% |
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