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VISVX vs VSFAX
VISVX vs VSFAX Comparison
Open Charts VISVX vs VSFAX
Vanguard Small Cap Value Index I
Price$50.50
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets59.22B
Federated Hermes Clover Small Value A
Price$25.41
Change-$0.11 (-0.43%)
VolumeN/A
Net Assets161.64M
VISVX vs VSFAX Comparison Chart in %
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VISVX vs. VSFAX commentary
Sep 10, 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: 59.2B vs. VSFAX (162M). VISVX pays higher dividends than VSFAX: VISVX (1.86) vs VSFAX (0.92). VISVX was incepted earlier than VSFAX: VISVX (27 years) vs VSFAX (30 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 : 11.64 vs. VSFAX (0.14). VISVX return over 5 years is better than : 88.32 vs. VSFAX (47.94).
| 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 | 30 years | - |
| Gain YTD | 6.517 | 4.957 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 162M | 36,543% |
| Annual Yield % from dividends | 1.86 | 0.92 | 201% |
| Returns for 1 year | 11.64 | 0.14 | 8,033% |
| Returns for 3 years | 30.46 | 3.76 | 810% |
| Returns for 5 years | 88.32 | 47.94 | 184% |
| Returns for 10 years | 117.93 | 11.11 | 1,061% |
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