Federated Hermes Clover Small Value Fund (VSFAX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VSFAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSFAX
VSFAX charges 1.14% annually. There are 72 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | VSFAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | VSFAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | VSFAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | VSFAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | VSFAX vs VSMVX |
Best Risk-Adjusted Alternatives to VSFAX
VSFAX has a PortfoliosLab risk / return rank of 61. There are 69 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | VSFAX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | VSFAX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | VSFAX vs WSCVX | |
| Aegis Value Fund | 89 | — | May 1998 | VSFAX vs AVALX | |
| First Eagle Small Cap Opportunity Fund | 88 | — | Apr 2021 | VSFAX vs FESCX |
Top Performing VSFAX Alternatives (YTD)
VSFAX is at 16.16% YTD. There are 88 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 33.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 33.00% | — | Dec 1996 | VSFAX vs MMEYX | |
| Royce Opportunity Fund | 29.82% | — | Nov 1996 | VSFAX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 29.72% | — | Apr 2021 | VSFAX vs FESCX | |
| Invesco Small Cap Value Fund | 29.12% | — | Jun 1999 | VSFAX vs VSCAX | |
| Walthausen Small Cap Value Fund | 27.05% | — | Feb 2008 | VSFAX vs WSCVX |
Lowest Volatility Alternatives to VSFAX
VSFAX has 18.12% 1-year volatility. There are 83 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.58% | — | Sep 2017 | VSFAX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.24% | — | Apr 2019 | VSFAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.33% | — | Apr 1997 | VSFAX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | VSFAX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.48% | — | Mar 2007 | VSFAX vs ARSMX |
Lowest Drawdown Alternatives to VSFAX
VSFAX has a 1-year max drawdown of -9.67%. There are 54 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | VSFAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | VSFAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | VSFAX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | VSFAX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | VSFAX vs TSLTX |
Other Mutual Funds from Federated
The 10 most viewed Federated mutual funds shown here include SVAIX, QILGX, QAMNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 86 | 10.69% | — | Mar 2005 | VSFAX vs SVAIX | |
| Federated Hermes MDT Large Cap Growth Fund | Large Cap Growth Equities | 19 | 2.57% | — | Sep 2005 | VSFAX vs QILGX | |
| Federated Hermes MDT Market Neutral A | Long-Short | 8 | -0.56% | — | Sep 2008 | VSFAX vs QAMNX | |
| Federated Hermes Kaufmann Fd | Mid Cap Growth Equities | 16 | 8.90% | — | Feb 1986 | VSFAX vs KAUFX | |
| Federated Hermes MDT All Cap Core Fund | Large Cap Blend Equities | 45 | 4.66% | — | Oct 2002 | VSFAX vs QIACX | |
| Federated Hermes MDT Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | 0.02% | — | Aug 1984 | VSFAX vs FGSAX | |
| Federated Hermes High-Yield Strategy Portfolio | High Yield Bonds | 72 | 1.02% | — | Dec 2008 | VSFAX vs FHYSX | |
| Federated Hermes Prudent Bear Fd | Inverse Equities | 0 | -6.07% | — | Dec 1995 | VSFAX vs BEARX | |
| Federated Hermes Institutional High Yield Bond Fun... | High Yield Bonds | 66 | 1.04% | — | Nov 2002 | VSFAX vs FIHBX | |
| Federated Hermes Opportunistic High Yield Bond Fun... | High Yield Bonds | 60 | 1.34% | — | Aug 1984 | VSFAX vs FHYTX |
Often Compared With VSFAX
Investors most often compare VSFAX with AVUV, BOSOX, ZPRV.DE. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare VSFAX with Any Fund or Stock
Compare VSFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSFAX with funds that move differently
Federated Hermes Clover Small Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSFAX.
Explore VSFAX Diversifiers