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DFSVX vs VSFCX
DFSVX vs VSFCX Comparison
Open Charts DFSVX vs VSFCX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Federated Hermes Clover Small Value C
Price$22.05
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets176.58M
DFSVX vs VSFCX Comparison Chart
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DFSVX vs. VSFCX commentary
Jan 19, 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 VSFCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. VSFCX (177M). DFSVX pays higher dividends than VSFCX: DFSVX (1.44) vs VSFCX (0.49). DFSVX was incepted earlier than VSFCX: DFSVX (32 years) vs VSFCX (29 years). VSFCX is a more actively managed with annual turnover of: 92.00 vs. DFSVX (25.00). 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 : 17.38 vs. VSFCX (6.28). DFSVX return over 5 years is better than : 51.83 vs. VSFCX (13.67).
| DFSVX | VSFCX | DFSVX / VSFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 2.948 | 2.941 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 177M | 9,492% |
| Annual Yield % from dividends | 1.44 | 0.49 | 295% |
| Returns for 1 year | 17.38 | 6.28 | 277% |
| Returns for 3 years | 16.94 | -10.48 | -162% |
| Returns for 5 years | 51.83 | 13.67 | 379% |
| Returns for 10 years | 57.77 | -3.74 | -1,544% |
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