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VISVX vs VSFRX
VISVX vs VSFRX Comparison
Open Charts VISVX vs VSFRX
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
Federated Hermes Clover Small Value R
Price$23.72
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets160.48M
VISVX vs VSFRX Comparison Chart in %
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VISVX vs. VSFRX 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 VSFRX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. VSFRX (160M). VISVX pays higher dividends than VSFRX: VISVX (1.99) vs VSFRX (0.91). VISVX was incepted earlier than VSFRX: VISVX (27 years) vs VSFRX (15 years). VSFRX (1.72) is less costly to investors than VISVX (0.19). VSFRX is a more actively managed with annual turnover of: 76.00 vs. VISVX (16.00). VSFRX has a lower initial minimum investment than VISVX: VSFRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. VSFRX (-8.09). VISVX return over 5 years is better than : 88.78 vs. VSFRX (44.90).
| VISVX | VSFRX | VISVX / VSFRX | |
| Total Expense Ratio | 0.19 | 1.23 | 15% |
| Annual Report Gross Expense Ratio | 0.19 | 1.72 | 11% |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 2.868 | 0.893 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.6B | 160M | 34,750% |
| Annual Yield % from dividends | 1.99 | 0.91 | 219% |
| Returns for 1 year | 5.54 | -8.09 | -68% |
| Returns for 3 years | 30.99 | 2.14 | 1,448% |
| Returns for 5 years | 88.78 | 44.90 | 198% |
| Returns for 10 years | 102.36 | 1.94 | 5,272% |
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