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VSFRX vs VSIAX
VSFRX vs VSIAX Comparison
Open Charts VSFRX vs VSIAX
Federated Hermes Clover Small Value R
Price$23.72
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets160.48M
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
VSFRX vs VSIAX Comparison Chart in %
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VSFRX vs. VSIAX commentary
Jul 28, 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 VSFRX is a Buy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. VSFRX (160M). VSIAX pays higher dividends than VSFRX: VSIAX (2.11) vs VSFRX (0.91). VSFRX was incepted earlier than VSIAX: VSFRX (15 years) vs VSIAX (14 years). VSFRX (1.72) is less costly to investors than VSIAX (0.07). VSFRX is a more actively managed with annual turnover of: 76.00 vs. VSIAX (16.00). VSFRX has a lower initial minimum investment than VSIAX: VSFRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 5.59 vs. VSFRX (-8.09). VSIAX return over 5 years is better than : 88.99 vs. VSFRX (44.90).
| VSFRX | VSIAX | VSFRX / VSIAX | |
| Total Expense Ratio | 1.23 | 0.07 | 1,757% |
| Annual Report Gross Expense Ratio | 1.72 | 0.07 | 2,457% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 0.893 | 2.904 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 55.6B | 0% |
| Annual Yield % from dividends | 0.91 | 2.11 | 43% |
| Returns for 1 year | -8.09 | 5.59 | -145% |
| Returns for 3 years | 2.14 | 31.08 | 7% |
| Returns for 5 years | 44.90 | 88.99 | 50% |
| Returns for 10 years | 1.94 | 102.83 | 2% |
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