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DFFVX vs VSFRX
DFFVX vs VSFRX Comparison
Open Charts DFFVX vs VSFRX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
Federated Hermes Clover Small Value R
Price$23.48
Change-$0.52 (-2.17%)
VolumeN/A
Net Assets168.22M
DFFVX vs VSFRX Comparison Chart
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DFFVX vs. VSFRX commentary
Feb 23, 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: 13.2B vs. VSFRX (168M). DFFVX pays higher dividends than VSFRX: DFFVX (1.37) vs VSFRX (1.04). DFFVX was incepted earlier than VSFRX: DFFVX (25 years) vs VSFRX (14 years). VSFRX is a more actively managed with annual turnover of: 92.00 vs. DFFVX (20.00). DFFVX (0) and VSFRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 10.28 vs. VSFRX (1.49). DFFVX return over 5 years is better than : 59.88 vs. VSFRX (18.99).
| DFFVX | VSFRX | DFFVX / VSFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -0.786 | -0.128 | 616% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 168M | 7,857% |
| Annual Yield % from dividends | 1.37 | 1.04 | 132% |
| Returns for 1 year | 10.28 | 1.49 | 688% |
| Returns for 3 years | 20.19 | -4.94 | -409% |
| Returns for 5 years | 59.88 | 18.99 | 315% |
| Returns for 10 years | 57.95 | -1.18 | -4,921% |
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