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DFFVX vs VSFRX
DFFVX vs VSFRX Comparison
Open Charts DFFVX vs VSFRX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
Federated Hermes Clover Small Value R
Price$22.63
Change+$0.38 (+1.71%)
VolumeN/A
Net Assets151.9M
DFFVX vs VSFRX Comparison Chart
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DFFVX vs. VSFRX commentary
Jun 07, 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 Buy and VSFRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. VSFRX (152M). DFFVX pays higher dividends than VSFRX: DFFVX (1.62) vs VSFRX (0.94). DFFVX was incepted earlier than VSFRX: DFFVX (25 years) vs VSFRX (15 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. DFFVX annual gain was more profitable for investors over the last year : 3.08 vs. VSFRX (-6.58). DFFVX return over 5 years is better than : 79.52 vs. VSFRX (29.37).
| 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 | 15 years | - |
| Gain YTD | -4.530 | -5.359 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 152M | 8,224% |
| Annual Yield % from dividends | 1.62 | 0.94 | 171% |
| Returns for 1 year | 3.08 | -6.58 | -47% |
| Returns for 3 years | 11.76 | -11.05 | -106% |
| Returns for 5 years | 79.52 | 29.37 | 271% |
| Returns for 10 years | 50.14 | -7.07 | -709% |
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