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DFSVX vs VSFIX
DFSVX vs VSFIX Comparison
Open Charts DFSVX vs VSFIX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value IS
Price$24.53
Change-$1.02 (-3.99%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSFIX Comparison Chart
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DFSVX vs. VSFIX commentary
Dec 19, 2024
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: 16.9B vs. VSFIX (181M). 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 : 15.68 vs. VSFIX (6.51). DFSVX return over 5 years is better than : 52.30 vs. VSFIX (26.57).
| 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 | 13.283 | 4.928 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 181M | 9,337% |
| Annual Yield % from dividends | 1.44 | 1.31 | 110% |
| Returns for 1 year | 15.68 | 6.51 | 241% |
| Returns for 3 years | 24.57 | -7.43 | -331% |
| Returns for 5 years | 52.30 | 26.57 | 197% |
| Returns for 10 years | 52.91 | 8.41 | 629% |
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