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VSFRX vs VSIAX
VSFRX vs VSIAX Comparison
Open Charts VSFRX vs VSIAX
Federated Hermes Clover Small Value R
Price$23.78
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets158.87M
Vanguard Small Cap Value Index Admiral
Price$87.59
Change+$0.34 (+0.39%)
VolumeN/A
Net Assets56.44B
VSFRX vs VSIAX Comparison Chart in %
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VSFRX vs. VSIAX commentary
Aug 20, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. VSFRX (159M). VSIAX pays higher dividends than VSFRX: VSIAX (2.07) vs VSFRX (0.90). 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 : 5.94 vs. VSFRX (-6.02). VSIAX return over 5 years is better than : 81.58 vs. VSFRX (41.15).
| 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 | 1.148 | 3.140 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 159M | 56.4B | 0% |
| Annual Yield % from dividends | 0.90 | 2.07 | 43% |
| Returns for 1 year | -6.02 | 5.94 | -101% |
| Returns for 3 years | -4.52 | 22.41 | -20% |
| Returns for 5 years | 41.15 | 81.58 | 50% |
| Returns for 10 years | 5.66 | 111.14 | 5% |
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