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DFSVX vs VSFCX
DFSVX vs VSFCX Comparison
Open Charts DFSVX vs VSFCX
DFA US Small Cap Value I
Price$44.30
Change-$1.17 (-2.57%)
VolumeN/A
Net Assets15.11B
Federated Hermes Clover Small Value C
Price$19.96
Change-$0.51 (-2.49%)
VolumeN/A
Net Assets159.55M
DFSVX vs VSFCX Comparison Chart
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DFSVX vs. VSFCX commentary
Mar 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: 15.1B vs. VSFCX (160M). DFSVX pays higher dividends than VSFCX: DFSVX (1.51) vs VSFCX (0.32). 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 : 1.80 vs. VSFCX (-5.94). DFSVX return over 5 years is better than : 75.27 vs. VSFCX (25.46).
| 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 | -6.267 | -4.435 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 160M | 9,438% |
| Annual Yield % from dividends | 1.51 | 0.32 | 471% |
| Returns for 1 year | 1.80 | -5.94 | -30% |
| Returns for 3 years | 12.27 | -10.72 | -115% |
| Returns for 5 years | 75.27 | 25.46 | 296% |
| Returns for 10 years | 39.08 | -12.23 | -319% |
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