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DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
DFA US Small Cap Value I
Price$44.30
Change-$1.17 (-2.57%)
VolumeN/A
Net Assets15.11B
Federated Hermes Clover Small Value R
Price$21.94
Change-$0.56 (-2.49%)
VolumeN/A
Net Assets159.55M
DFSVX vs VSFRX Comparison Chart
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DFSVX vs. VSFRX commentary
Mar 11, 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 VSFRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. VSFRX (160M). DFSVX pays higher dividends than VSFRX: DFSVX (1.51) vs VSFRX (0.89). 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 : 1.80 vs. VSFRX (-4.46). DFSVX return over 5 years is better than : 75.27 vs. VSFRX (33.09).
| 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 | -6.267 | -4.296 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 160M | 9,438% |
| Annual Yield % from dividends | 1.51 | 0.89 | 169% |
| Returns for 1 year | 1.80 | -4.46 | -40% |
| Returns for 3 years | 12.27 | -7.25 | -169% |
| Returns for 5 years | 75.27 | 33.09 | 228% |
| Returns for 10 years | 39.08 | -2.66 | -1,471% |
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