Interact to see
Advertisement
Advertisement
VSFCX vs VSIIX
VSFCX vs VSIIX Comparison
Open Charts VSFCX vs VSIIX
Federated Hermes Clover Small Value C
Price$20.18
Change-$0.38 (-1.85%)
VolumeN/A
Net Assets151.75M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
VSFCX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSFCX vs. VSIIX 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 VSFCX is a Hold and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. VSFCX (152M). VSIIX pays higher dividends than VSFCX: VSIIX (2.24) vs VSFCX (0.34). 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 : 3.81 vs. VSFCX (-7.15). VSIIX return over 5 years is better than : 80.64 vs. VSFCX (34.21).
| 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 | -5.789 | -4.316 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 54B | 0% |
| Annual Yield % from dividends | 0.34 | 2.24 | 15% |
| Returns for 1 year | -7.15 | 3.81 | -188% |
| Returns for 3 years | -4.73 | 26.18 | -18% |
| Returns for 5 years | 34.21 | 80.64 | 42% |
| Returns for 10 years | -17.48 | 80.51 | -22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement