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DFFVX vs VSFRX
DFFVX vs VSFRX Comparison
Open Charts DFFVX vs VSFRX
DFA US Targeted Value I
Price$28.56
Change-$1.46 (-4.86%)
VolumeN/A
Net Assets11.65B
Federated Hermes Clover Small Value R
Price$19.88
Change-$0.89 (-4.29%)
VolumeN/A
Net Assets145.38M
DFFVX vs VSFRX Comparison Chart
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VS
VS
DFFVX vs. VSFRX commentary
Apr 11, 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 DFFVX is a Hold and VSFRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.6B vs. VSFRX (145M). DFFVX pays higher dividends than VSFRX: DFFVX (1.63) vs VSFRX (0.94). DFFVX was incepted earlier than VSFRX: DFFVX (25 years) vs VSFRX (14 years). VSFRX (1.72) is less costly to investors than DFFVX (0.30). VSFRX is a more actively managed with annual turnover of: 76.00 vs. DFFVX (7.00). DFFVX (0) and VSFRX (0) have matching initial minimum investment requirements. VSFRX annual gain was more profitable for investors over the last year : -12.03 vs. DFFVX (-14.30). DFFVX return over 5 years is better than : 86.51 vs. VSFRX (46.40).
| DFFVX | VSFRX | DFFVX / VSFRX | |
| Total Expense Ratio | 0.29 | 1.23 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.72 | 17% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -19.346 | -11.655 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 145M | 8,000% |
| Annual Yield % from dividends | 1.63 | 0.94 | 174% |
| Returns for 1 year | -14.30 | -12.03 | 119% |
| Returns for 3 years | -2.06 | -15.14 | 14% |
| Returns for 5 years | 86.51 | 46.40 | 186% |
| Returns for 10 years | 26.04 | -14.05 | -185% |
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