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DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R
Price$27.04
Change-$0.27 (-0.99%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSFRX Comparison Chart
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DFSVX vs. VSFRX commentary
Nov 18, 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 VSFRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. VSFRX (188M). 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 : 26.86 vs. VSFRX (25.45). DFSVX return over 5 years is better than : 56.90 vs. VSFRX (40.00).
| DFSVX | VSFRX | DFSVX / VSFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 14.541 | 14.141 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 188M | 9,255% |
| Annual Yield % from dividends | 1.44 | 1.04 | 138% |
| Returns for 1 year | 26.86 | 25.45 | 106% |
| Returns for 3 years | 7.13 | -7.43 | -96% |
| Returns for 5 years | 56.90 | 40.00 | 142% |
| Returns for 10 years | 48.27 | 3.00 | 1,607% |
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