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DFSVX vs VSFIX
DFSVX vs VSFIX Comparison
Open Charts DFSVX vs VSFIX
DFA US Small Cap Value I
Price$46.63
Change+$0.77 (+1.68%)
VolumeN/A
Net Assets15.14B
Federated Hermes Clover Small Value IS
Price$23.72
Change+$0.45 (+1.93%)
VolumeN/A
Net Assets153.52M
DFSVX vs VSFIX Comparison Chart in %
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DFSVX vs. VSFIX commentary
Jun 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. VSFIX (154M). 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 : 3.57 vs. VSFIX (-3.34). DFSVX return over 5 years is better than : 99.23 vs. VSFIX (53.52).
| 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 | -5.096 | -4.002 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 154M | 9,805% |
| Annual Yield % from dividends | 1.65 | 1.27 | 130% |
| Returns for 1 year | 3.57 | -3.34 | -107% |
| Returns for 3 years | 21.77 | 1.68 | 1,292% |
| Returns for 5 years | 99.23 | 53.52 | 185% |
| Returns for 10 years | 35.33 | -1.41 | -2,511% |
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