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DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.29B
Federated Hermes Clover Small Value R
Price$20.06
Change+$0.18 (+0.91%)
VolumeN/A
Net Assets140.5M
DFSVX vs VSFRX Comparison Chart
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VS
DFSVX vs. VSFRX commentary
Apr 14, 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 VSFRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.3B vs. VSFRX (141M). DFSVX pays higher dividends than VSFRX: DFSVX (1.65) vs VSFRX (0.94). DFSVX was incepted earlier than VSFRX: DFSVX (32 years) vs VSFRX (14 years). VSFRX (1.72) is less costly to investors than DFSVX (0.31). VSFRX is a more actively managed with annual turnover of: 76.00 vs. DFSVX (12.00). DFSVX (0) and VSFRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -10.09 vs. VSFRX (-15.35). DFSVX return over 5 years is better than : 81.60 vs. VSFRX (41.39).
| DFSVX | VSFRX | DFSVX / VSFRX | |
| Total Expense Ratio | 0.31 | 1.23 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.72 | 18% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -17.140 | -14.675 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 141M | 9,433% |
| Annual Yield % from dividends | 1.65 | 0.94 | 177% |
| Returns for 1 year | -10.09 | -15.35 | 66% |
| Returns for 3 years | -1.27 | -18.27 | 7% |
| Returns for 5 years | 81.60 | 41.39 | 197% |
| Returns for 10 years | 16.53 | -17.12 | -97% |
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