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VISVX vs VSFSX
VISVX vs VSFSX Comparison
Open Charts VISVX vs VSFSX
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
Federated Hermes Clover Small Value R6
Price$24.64
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets162.02M
VISVX vs VSFSX Comparison Chart in %
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VISVX vs. VSFSX commentary
Jul 07, 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 VSFSX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. VSFSX (162M). VISVX pays higher dividends than VSFSX: VISVX (1.99) vs VSFSX (1.28). VISVX was incepted earlier than VSFSX: VISVX (27 years) vs VSFSX (9 years). VSFSX (1.14) is less costly to investors than VISVX (0.19). VSFSX is a more actively managed with annual turnover of: 76.00 vs. VISVX (16.00). VSFSX has a lower initial minimum investment than VISVX: VSFSX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. VSFSX (1.42). VISVX return over 5 years is better than : 94.00 vs. VSFSX (56.84).
| VISVX | VSFSX | VISVX / VSFSX | |
| Total Expense Ratio | 0.19 | 0.82 | 23% |
| Annual Report Gross Expense Ratio | 0.19 | 1.14 | 17% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | 2.024 | 1.525 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54B | 162M | 33,333% |
| Annual Yield % from dividends | 1.99 | 1.28 | 155% |
| Returns for 1 year | 11.64 | 1.42 | 820% |
| Returns for 3 years | 34.76 | 9.10 | 382% |
| Returns for 5 years | 94.00 | 56.84 | 165% |
| Returns for 10 years | 96.11 | N/A | - |
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