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VSFCX vs VSIIX
VSFCX vs VSIIX Comparison
Open Charts VSFCX vs VSIIX
Federated Hermes Clover Small Value C
Price$21.62
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets162.02M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
VSFCX vs VSIIX Comparison Chart in %
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VSFCX vs. VSIIX 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 VSFCX is a Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. VSFCX (162M). VSIIX pays higher dividends than VSFCX: VSIIX (2.12) vs VSFCX (0.33). VSFCX was incepted earlier than VSIIX: VSFCX (29 years) vs VSIIX (26 years). VSFCX (2.23) is less costly to investors than VSIIX (0.06). VSFCX is a more actively managed with annual turnover of: 76.00 vs. VSIIX (16.00). VSFCX has a lower initial minimum investment than VSIIX: VSFCX (1500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. VSFCX (-0.88). VSIIX return over 5 years is better than : 94.15 vs. VSFCX (43.97).
| VSFCX | VSIIX | VSFCX / VSIIX | |
| Total Expense Ratio | 1.96 | 0.06 | 3,267% |
| Annual Report Gross Expense Ratio | 2.23 | 0.06 | 3,717% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 0.934 | 2.040 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162M | 54B | 0% |
| Annual Yield % from dividends | 0.33 | 2.12 | 15% |
| Returns for 1 year | -0.88 | 11.69 | -8% |
| Returns for 3 years | 3.08 | 34.90 | 9% |
| Returns for 5 years | 43.97 | 94.15 | 47% |
| Returns for 10 years | -9.76 | 96.60 | -10% |
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