Federated Hermes Clover Small Value Fund (VSFAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VSFAX
VSFAX charges 1.14% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among VSFAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | VSFAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | VSFAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VSFAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | VSFAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | VSFAX vs VSMVX |
Best Risk-Adjusted Alternatives to VSFAX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | VSFAX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | VSFAX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | VSFAX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | VSFAX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | VSFAX vs MMEYX |
Top Performing VSFAX Alternatives (YTD)
VSFAX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | VSFAX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | VSFAX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | VSFAX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | VSFAX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | VSFAX vs MMEYX |
Lowest Volatility Alternatives to VSFAX
VSFAX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | VSFAX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | VSFAX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | VSFAX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | VSFAX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | VSFAX vs TASCX |
Lowest Drawdown Alternatives to VSFAX
VSFAX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | VSFAX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | VSFAX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | VSFAX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | VSFAX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | VSFAX vs JMCRX |
Other Mutual Funds from Federated
Most popular Federated mutual funds on PortfoliosLab, across asset classes.
Often Compared With VSFAX
What investors most often compare with VSFAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | VSFAX vs AVUV | |
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 3 | -4.10% | — | VSFAX vs BOSOX | |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | Small Cap Value Equities | 48 | 4.32% | Feb 18, 2015 | VSFAX vs ZPRV.DE | |
| Vanguard Small-Cap ETF | Small Cap Growth Equities | 59 | 1.92% | Jan 26, 2004 | VSFAX vs VB | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 37 | -1.21% | Nov 13, 2000 | VSFAX vs VSMAX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | VSFAX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | VSFAX vs VSCAX |
Compare VSFAX with Any Fund or Stock
Compare VSFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.