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VSFAX vs VSIAX
VSFAX vs VSIAX Comparison
Open Charts VSFAX vs VSIAX
Federated Hermes Clover Small Value A
Price$22.89
Change-$0.43 (-1.84%)
VolumeN/A
Net Assets151.75M
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
VSFAX vs VSIAX Comparison Chart
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VSFAX vs. VSIAX commentary
Jun 16, 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 VSFAX is a Hold and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. VSFAX (152M). VSIAX pays higher dividends than VSFAX: VSIAX (2.23) vs VSFAX (1.02). VSFAX was incepted earlier than VSIAX: VSFAX (29 years) vs VSIAX (14 years). VSFAX (1.48) is less costly to investors than VSIAX (0.07). VSFAX is a more actively managed with annual turnover of: 76.00 vs. VSIAX (16.00). VSFAX has a lower initial minimum investment than VSIAX: VSFAX (1500) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.83 vs. VSFAX (-5.36). VSIAX return over 5 years is better than : 80.63 vs. VSFAX (43.77).
| VSFAX | VSIAX | VSFAX / VSIAX | |
| Total Expense Ratio | 1.14 | 0.07 | 1,629% |
| Annual Report Gross Expense Ratio | 1.48 | 0.07 | 2,114% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | -5.452 | -4.304 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 54B | 0% |
| Annual Yield % from dividends | 1.02 | 2.23 | 46% |
| Returns for 1 year | -5.36 | 3.83 | -140% |
| Returns for 3 years | -0.24 | 26.16 | -1% |
| Returns for 5 years | 43.77 | 80.63 | 54% |
| Returns for 10 years | -6.62 | 80.44 | -8% |
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