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VISVX vs VSFIX
VISVX vs VSFIX Comparison
Open Charts VISVX vs VSFIX
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
Federated Hermes Clover Small Value IS
Price$24.49
Change-$0.22 (-0.89%)
VolumeN/A
Net Assets158.49M
VISVX vs VSFIX Comparison Chart in %
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VISVX vs. VSFIX 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 VSFIX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. VSFIX (158M). VISVX pays higher dividends than VSFIX: VISVX (1.95) vs VSFIX (1.21). 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 : 6.61 vs. VSFIX (-4.61). VISVX return over 5 years is better than : 76.46 vs. VSFIX (39.86).
| 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 | 2.657 | 1.031 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 158M | 35,696% |
| Annual Yield % from dividends | 1.95 | 1.21 | 162% |
| Returns for 1 year | 6.61 | -4.61 | -143% |
| Returns for 3 years | 19.23 | -5.47 | -352% |
| Returns for 5 years | 76.46 | 39.86 | 192% |
| Returns for 10 years | 99.26 | 4.47 | 2,221% |
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