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VISVX vs VSFIX
VISVX vs VSFIX Comparison
Open Charts VISVX vs VSFIX
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
Federated Hermes Clover Small Value IS
Price$24.50
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets160.48M
VISVX vs VSFIX Comparison Chart in %
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VISVX vs. VSFIX commentary
Jul 28, 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 VSFIX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. VSFIX (160M). VISVX pays higher dividends than VSFIX: VISVX (1.99) vs VSFIX (1.22). VISVX was incepted earlier than VSFIX: VISVX (27 years) vs VSFIX (16 years). VSFIX (1.24) is less costly to investors than VISVX (0.19). VSFIX is a more actively managed with annual turnover of: 76.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than VSFIX: VISVX (3000) vs VSFIX (1000000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. VSFIX (-7.52). VISVX return over 5 years is better than : 88.78 vs. VSFIX (48.29).
| VISVX | VSFIX | VISVX / VSFIX | |
| Total Expense Ratio | 0.19 | 0.89 | 21% |
| Annual Report Gross Expense Ratio | 0.19 | 1.24 | 15% |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | 2.868 | 1.073 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 160M | 34,750% |
| Annual Yield % from dividends | 1.99 | 1.22 | 163% |
| Returns for 1 year | 5.54 | -7.52 | -74% |
| Returns for 3 years | 30.99 | 3.76 | 823% |
| Returns for 5 years | 88.78 | 48.29 | 184% |
| Returns for 10 years | 102.36 | 6.09 | 1,681% |
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