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VISVX vs VSFRX
VISVX vs VSFRX Comparison
Open Charts VISVX vs VSFRX
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
Federated Hermes Clover Small Value R
Price$24.58
Change+$0.26 (+1.07%)
VolumeN/A
Net Assets160.22M
VISVX vs VSFRX Comparison Chart in %
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VISVX vs. VSFRX commentary
Sep 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 Hold and VSFRX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. VSFRX (160M). VISVX pays higher dividends than VSFRX: VISVX (1.86) vs VSFRX (0.86). 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 : 5.25 vs. VSFRX (-4.39). VISVX return over 5 years is better than : 96.62 vs. VSFRX (54.19).
| 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 | 5.884 | 4.551 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2B | 160M | 37,000% |
| Annual Yield % from dividends | 1.86 | 0.86 | 217% |
| Returns for 1 year | 5.25 | -4.39 | -120% |
| Returns for 3 years | 47.78 | 13.96 | 342% |
| Returns for 5 years | 96.62 | 54.19 | 178% |
| Returns for 10 years | 128.55 | 12.94 | 994% |
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