Interact to see
Advertisement
Advertisement
VSFRX vs VSIAX
VSFRX vs VSIAX Comparison
Open Charts VSFRX vs VSIAX
Federated Hermes Clover Small Value R
Price$24.58
Change+$0.26 (+1.07%)
VolumeN/A
Net Assets160.22M
Vanguard Small Cap Value Index Admiral
Price$89.97
Change+$0.98 (+1.10%)
VolumeN/A
Net Assets59.22B
VSFRX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSFRX vs. VSIAX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. VSFRX (160M). VSIAX pays higher dividends than VSFRX: VSIAX (1.97) vs VSFRX (0.86). 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 : 5.32 vs. VSFRX (-4.39). VSIAX return over 5 years is better than : 96.92 vs. VSFRX (54.19).
| 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 | 4.551 | 5.942 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 59.2B | 0% |
| Annual Yield % from dividends | 0.86 | 1.97 | 43% |
| Returns for 1 year | -4.39 | 5.32 | -82% |
| Returns for 3 years | 13.96 | 47.93 | 29% |
| Returns for 5 years | 54.19 | 96.92 | 56% |
| Returns for 10 years | 12.94 | 129.26 | 10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers