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VISVX vs VSFCX
VISVX vs VSFCX Comparison
Open Charts VISVX vs VSFCX
Vanguard Small Cap Value Index I
Price$45.41
Change-$0.73 (-1.58%)
VolumeN/A
Net Assets54.02B
Federated Hermes Clover Small Value C
Price$20.18
Change-$0.38 (-1.85%)
VolumeN/A
Net Assets151.75M
VISVX vs VSFCX Comparison Chart
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VISVX vs. VSFCX 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 VSFCX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. VSFCX (152M). VISVX pays higher dividends than VSFCX: VISVX (2.11) vs VSFCX (0.34). VISVX was incepted earlier than VSFCX: VISVX (27 years) vs VSFCX (29 years). VSFCX (2.23) is less costly to investors than VISVX (0.19). VSFCX is a more actively managed with annual turnover of: 76.00 vs. VISVX (16.00). VSFCX has a lower initial minimum investment than VISVX: VSFCX (1500) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 3.80 vs. VSFCX (-7.15). VISVX return over 5 years is better than : 80.48 vs. VSFCX (34.21).
| VISVX | VSFCX | VISVX / VSFCX | |
| Total Expense Ratio | 0.19 | 1.96 | 10% |
| Annual Report Gross Expense Ratio | 0.19 | 2.23 | 9% |
| Fund Existence | 27 years | 29 years | - |
| Gain YTD | -4.331 | -5.789 | 75% |
| Front Load | N/A | N/A | - |
| 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 | 0.34 | 620% |
| Returns for 1 year | 3.80 | -7.15 | -53% |
| Returns for 3 years | 26.12 | -4.73 | -552% |
| Returns for 5 years | 80.48 | 34.21 | 235% |
| Returns for 10 years | 80.06 | -17.48 | -458% |
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