Ad is loading...
DFSVX vs VSFCX
DFSVX vs VSFCX Comparison
Open Charts DFSVX vs VSFCX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
Federated Hermes Clover Small Value C
Price$18.88
Change+$1.48 (+8.51%)
VolumeN/A
Net Assets133.97M
DFSVX vs VSFCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. VSFCX commentary
Apr 11, 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 VSFCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 12.7B vs. VSFCX (134M). DFSVX pays higher dividends than VSFCX: DFSVX (1.65) vs VSFCX (0.34). DFSVX was incepted earlier than VSFCX: DFSVX (32 years) vs VSFCX (29 years). VSFCX (2.23) is less costly to investors than DFSVX (0.31). VSFCX is a more actively managed with annual turnover of: 76.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than VSFCX: DFSVX (0) vs VSFCX (1500). DFSVX annual gain was more profitable for investors over the last year : -15.85 vs. VSFCX (-22.50). DFSVX return over 5 years is better than : 73.80 vs. VSFCX (27.20).
| DFSVX | VSFCX | DFSVX / VSFCX | |
| Total Expense Ratio | 0.31 | 1.96 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 2.23 | 14% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | -20.700 | -18.768 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 134M | 9,478% |
| Annual Yield % from dividends | 1.65 | 0.34 | 491% |
| Returns for 1 year | -15.85 | -22.50 | 70% |
| Returns for 3 years | -5.38 | -25.17 | 21% |
| Returns for 5 years | 73.80 | 27.20 | 271% |
| Returns for 10 years | 11.58 | -28.64 | -40% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers