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DFSVX vs VSFIX
DFSVX vs VSFIX Comparison
Open Charts DFSVX vs VSFIX
DFA US Small Cap Value I
Price$44.84
Change-$0.30 (-0.66%)
VolumeN/A
Net Assets14.92B
Federated Hermes Clover Small Value IS
Price$23.02
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets152.24M
DFSVX vs VSFIX Comparison Chart
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DFSVX vs. VSFIX commentary
Jun 05, 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: 14.9B vs. VSFIX (152M). DFSVX pays higher dividends than VSFIX: DFSVX (1.65) vs VSFIX (1.27). 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 : 0.09 vs. VSFIX (-4.81). DFSVX return over 5 years is better than : 66.65 vs. VSFIX (32.71).
| 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 | -7.207 | -5.074 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 152M | 9,803% |
| Annual Yield % from dividends | 1.65 | 1.27 | 130% |
| Returns for 1 year | 0.09 | -4.81 | -2% |
| Returns for 3 years | 8.48 | -7.63 | -111% |
| Returns for 5 years | 66.65 | 32.71 | 204% |
| Returns for 10 years | 30.24 | -3.81 | -793% |
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