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DFSVX vs VSFAX
DFSVX vs VSFAX Comparison
Open Charts DFSVX vs VSFAX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value A
Price$27.79
Change-$0.28 (-1.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSFAX Comparison Chart
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DFSVX vs. VSFAX 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 DFSVX is a Buy and VSFAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. VSFAX (188M). DFSVX pays higher dividends than VSFAX: DFSVX (1.44) vs VSFAX (1.06). DFSVX was incepted earlier than VSFAX: DFSVX (32 years) vs VSFAX (29 years). VSFAX is a more actively managed with annual turnover of: 92.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than VSFAX: DFSVX (0) vs VSFAX (1500). DFSVX (26.86) and VSFAX (25.61) have marching annual gain over last year. DFSVX return over 5 years is better than : 56.90 vs. VSFAX (41.03).
| DFSVX | VSFAX | DFSVX / VSFAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 14.541 | 14.221 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 188M | 9,255% |
| Annual Yield % from dividends | 1.44 | 1.06 | 136% |
| Returns for 1 year | 26.86 | 25.61 | 105% |
| Returns for 3 years | 7.13 | -6.75 | -106% |
| Returns for 5 years | 56.90 | 41.03 | 139% |
| Returns for 10 years | 48.27 | 4.93 | 979% |
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