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DFFVX vs VSFRX
DFFVX vs VSFRX Comparison
Open Charts DFFVX vs VSFRX
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R
Price$27.04
Change-$0.27 (-0.99%)
VolumeN/A
CapitalizationN/A
DFFVX vs VSFRX Comparison Chart
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DFFVX vs. VSFRX commentary
Nov 18, 2024
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 Buy and VSFRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. VSFRX (188M). 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 : 27.76 vs. VSFRX (25.45). DFFVX return over 5 years is better than : 61.92 vs. VSFRX (40.00).
| 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 | 13.547 | 14.141 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 188M | 7,500% |
| Annual Yield % from dividends | 1.37 | 1.04 | 132% |
| Returns for 1 year | 27.76 | 25.45 | 109% |
| Returns for 3 years | 10.22 | -7.43 | -138% |
| Returns for 5 years | 61.92 | 40.00 | 155% |
| Returns for 10 years | 62.51 | 3.00 | 2,081% |
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