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DFSVX vs VSFAX
DFSVX vs VSFAX Comparison
Open Charts DFSVX vs VSFAX
DFA US Small Cap Value I
Price$44.54
Change-$0.29 (-0.65%)
VolumeN/A
Net Assets14.7B
Federated Hermes Clover Small Value A
Price$22.70
Change-$0.09 (-0.39%)
VolumeN/A
Net Assets150.82M
DFSVX vs VSFAX Comparison Chart
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DFSVX vs. VSFAX commentary
Jun 02, 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 Hold and VSFAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.7B vs. VSFAX (151M). 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 : -1.83 vs. VSFAX (-7.17). DFSVX return over 5 years is better than : 87.83 vs. VSFAX (44.34).
| 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 | -7.828 | -6.237 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 151M | 9,735% |
| Annual Yield % from dividends | 1.65 | 1.02 | 162% |
| Returns for 1 year | -1.83 | -7.17 | 26% |
| Returns for 3 years | 8.69 | -8.18 | -106% |
| Returns for 5 years | 87.83 | 44.34 | 198% |
| Returns for 10 years | 30.13 | -6.67 | -452% |
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