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DFSVX vs VSFIX
DFSVX vs VSFIX Comparison
Open Charts DFSVX vs VSFIX
Federated Hermes Clover Small Value IS
Price$24.47
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets160.48M
DFSVX vs VSFIX Comparison Chart in %
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VS
VS
DFSVX vs. VSFIX commentary
Jul 30, 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 VSFIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. VSFIX (160M). DFSVX pays higher dividends than VSFIX: DFSVX (1.67) vs VSFIX (1.22). DFSVX was incepted earlier than VSFIX: DFSVX (32 years) vs VSFIX (16 years). VSFIX (1.24) is less costly to investors than DFSVX (0.31). VSFIX is a more actively managed with annual turnover of: 76.00 vs. DFSVX (12.00). 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 : -1.06 vs. VSFIX (-8.78). DFSVX return over 5 years is better than : 89.86 vs. VSFIX (45.09).
| DFSVX | VSFIX | DFSVX / VSFIX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 1.24 | 25% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | 0.901 | 1.073 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 160M | 10,000% |
| Annual Yield % from dividends | 1.67 | 1.22 | 137% |
| Returns for 1 year | -1.06 | -8.78 | 12% |
| Returns for 3 years | 21.70 | -0.21 | -10,468% |
| Returns for 5 years | 89.86 | 45.09 | 199% |
| Returns for 10 years | 49.11 | 4.76 | 1,031% |
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