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VISVX vs VSFIX
VISVX vs VSFIX Comparison
Open Charts VISVX vs VSFIX
Vanguard Small Cap Value Index I
Price$50.50
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets59.22B
Federated Hermes Clover Small Value IS
Price$25.48
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets161.64M
VISVX vs VSFIX Comparison Chart in %
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VISVX vs. VSFIX commentary
Sep 09, 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: 59.2B vs. VSFIX (162M). VISVX pays higher dividends than VSFIX: VISVX (1.86) vs VSFIX (1.15). 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 : 11.64 vs. VSFIX (0.40). VISVX return over 5 years is better than : 88.32 vs. VSFIX (49.95).
| 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 | 6.517 | 5.116 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 162M | 36,543% |
| Annual Yield % from dividends | 1.86 | 1.15 | 162% |
| Returns for 1 year | 11.64 | 0.40 | 2,888% |
| Returns for 3 years | 30.46 | 4.61 | 661% |
| Returns for 5 years | 88.32 | 49.95 | 177% |
| Returns for 10 years | 117.93 | 13.33 | 884% |
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