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DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
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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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).
| 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 | 8.833 | 0.127 | 6,975% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 181M | 9,337% |
| Annual Yield % from dividends | 1.44 | 1.04 | 138% |
| Returns for 1 year | 9.08 | 0.17 | 5,500% |
| Returns for 3 years | 19.68 | -12.70 | -155% |
| Returns for 5 years | 46.31 | 18.31 | 253% |
| Returns for 10 years | 46.90 | 0.01 | 720,945% |
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