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VISVX vs VSFRX
VISVX vs VSFRX Comparison
Open Charts VISVX vs VSFRX
Vanguard Small Cap Value Index I
Price$45.91
Change+$0.50 (+1.10%)
VolumeN/A
Net Assets54.02B
Federated Hermes Clover Small Value R
Price$22.46
Change+$0.24 (+1.08%)
VolumeN/A
Net Assets151.75M
VISVX vs VSFRX Comparison Chart
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VISVX vs. VSFRX commentary
Jun 17, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. VSFRX (152M). VISVX pays higher dividends than VSFRX: VISVX (2.11) vs VSFRX (0.94). 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 : 3.80 vs. VSFRX (-5.69). VISVX return over 5 years is better than : 80.48 vs. VSFRX (42.34).
| 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 | -4.331 | -5.487 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 152M | 35,526% |
| Annual Yield % from dividends | 2.11 | 0.94 | 223% |
| Returns for 1 year | 3.80 | -5.69 | -67% |
| Returns for 3 years | 26.12 | -1.03 | -2,547% |
| Returns for 5 years | 80.48 | 42.34 | 190% |
| Returns for 10 years | 80.06 | -8.45 | -948% |
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