Interact to see
Advertisement
Advertisement
VISVX vs VSFAX
VISVX vs VSFAX Comparison
Open Charts VISVX vs VSFAX
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
Federated Hermes Clover Small Value A
Price$24.42
Change-$0.22 (-0.89%)
VolumeN/A
Net Assets158.49M
VISVX vs VSFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VISVX vs. VSFAX commentary
Aug 18, 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 Buy and VSFAX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. VSFAX (158M). VISVX pays higher dividends than VSFAX: VISVX (1.95) vs VSFAX (0.97). 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 : 6.61 vs. VSFAX (-4.91). VISVX return over 5 years is better than : 76.46 vs. VSFAX (37.96).
| 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 | 2.657 | 0.867 | 306% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 158M | 35,696% |
| Annual Yield % from dividends | 1.95 | 0.97 | 202% |
| Returns for 1 year | 6.61 | -4.91 | -135% |
| Returns for 3 years | 19.23 | -6.26 | -307% |
| Returns for 5 years | 76.46 | 37.96 | 201% |
| Returns for 10 years | 99.26 | 2.35 | 4,226% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DIVGX | 18.04 | N/A | N/A |
| Guardian Capital Dividend Growth Instl | |||
| JGETX | 13.10 | -0.01 | -0.08% |
| JHancock Global Equity R4 | |||
| LMESX | 38.15 | -0.08 | -0.21% |
| ClearBridge Appreciation IS | |||
| PGRNX | 25.61 | -0.11 | -0.43% |
| Impax Global Environmental Markets Inv | |||
| FTZFX | 55.08 | -1.14 | -2.03% |
| FullerThaler Behvrll Uncnstd Eq R6 | |||