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DFSVX vs VSFAX
DFSVX vs VSFAX Comparison
Open Charts DFSVX vs VSFAX
DFA US Small Cap Value I
Price$46.63
Change+$0.77 (+1.68%)
VolumeN/A
Net Assets15.14B
Federated Hermes Clover Small Value A
Price$23.66
Change+$0.45 (+1.94%)
VolumeN/A
Net Assets153.52M
DFSVX vs VSFAX Comparison Chart in %
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DFSVX vs. VSFAX commentary
Jun 27, 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 DFSVX is a Buy and VSFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. VSFAX (154M). DFSVX pays higher dividends than VSFAX: DFSVX (1.65) vs VSFAX (1.02). DFSVX was incepted earlier than VSFAX: DFSVX (32 years) vs VSFAX (29 years). VSFAX (1.48) is less costly to investors than DFSVX (0.31). VSFAX is a more actively managed with annual turnover of: 76.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than VSFAX: DFSVX (0) vs VSFAX (1500). DFSVX annual gain was more profitable for investors over the last year : 3.57 vs. VSFAX (-3.64). DFSVX return over 5 years is better than : 99.23 vs. VSFAX (51.52).
| DFSVX | VSFAX | DFSVX / VSFAX | |
| Total Expense Ratio | 0.31 | 1.14 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.48 | 21% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | -5.096 | -4.131 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 154M | 9,805% |
| Annual Yield % from dividends | 1.65 | 1.02 | 162% |
| Returns for 1 year | 3.57 | -3.64 | -98% |
| Returns for 3 years | 21.77 | 0.89 | 2,439% |
| Returns for 5 years | 99.23 | 51.52 | 193% |
| Returns for 10 years | 35.33 | -3.38 | -1,044% |
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