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DFSVX vs VSFIX
DFSVX vs VSFIX Comparison
Open Charts DFSVX vs VSFIX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Federated Hermes Clover Small Value IS
Price$24.98
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets176.58M
DFSVX vs VSFIX Comparison Chart
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DFSVX vs. VSFIX 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 VSFIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. VSFIX (177M). DFSVX pays higher dividends than VSFIX: DFSVX (1.44) vs VSFIX (1.31). DFSVX was incepted earlier than VSFIX: DFSVX (32 years) vs VSFIX (16 years). VSFIX is a more actively managed with annual turnover of: 92.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than VSFIX: DFSVX (0) vs VSFIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. VSFIX (8.66). DFSVX return over 5 years is better than : 51.83 vs. VSFIX (23.43).
| DFSVX | VSFIX | DFSVX / VSFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | 2.948 | 3.053 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 177M | 9,492% |
| Annual Yield % from dividends | 1.44 | 1.31 | 110% |
| Returns for 1 year | 17.38 | 8.66 | 201% |
| Returns for 3 years | 16.94 | -5.45 | -311% |
| Returns for 5 years | 51.83 | 23.43 | 221% |
| Returns for 10 years | 57.77 | 11.16 | 518% |