DFSVX
Price
$48.18
Change
-$1.97 (-3.93%)
Updated
Dec 18 closing price
VSFRX
Price
$23.72
Change
-$0.98 (-3.97%)
Updated
Dec 18 closing price
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DFSVX vs VSFRX

Header iconDFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRXBanner chart's image
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R
Price$23.72
Change-$0.98 (-3.97%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSFRX Comparison Chart
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VS
DFSVX vs. VSFRX 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 Hold and VSFRX is a Hold.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. VSFRX (181M). DFSVX pays higher dividends than VSFRX: DFSVX (1.44) vs VSFRX (1.04). DFSVX was incepted earlier than VSFRX: DFSVX (32 years) vs VSFRX (14 years). VSFRX is a more actively managed with annual turnover of: 92.00 vs. DFSVX (25.00). DFSVX (0) and VSFRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.08 vs. VSFRX (0.17). DFSVX return over 5 years is better than : 46.31 vs. VSFRX (18.31).
DFSVXVSFRXDFSVX / VSFRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years14 years-
Gain YTD8.8330.1276,975%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.9B181M9,337%
Annual Yield % from dividends1.441.04138%
Returns for 1 year9.080.175,500%
Returns for 3 years19.68-12.70-155%
Returns for 5 years46.3118.31253%
Returns for 10 years46.900.01720,945%
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