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DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Federated Hermes Clover Small Value R
Price$23.48
Change-$0.52 (-2.17%)
VolumeN/A
Net Assets168.22M
DFSVX vs VSFRX Comparison Chart
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DFSVX vs. VSFRX commentary
Feb 23, 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: 15.9B vs. VSFRX (168M). 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 : 9.32 vs. VSFRX (1.49). DFSVX return over 5 years is better than : 52.23 vs. VSFRX (18.99).
| 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 | -1.546 | -0.128 | 1,212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 168M | 9,464% |
| Annual Yield % from dividends | 1.44 | 1.04 | 138% |
| Returns for 1 year | 9.32 | 1.49 | 623% |
| Returns for 3 years | 17.14 | -4.94 | -347% |
| Returns for 5 years | 52.23 | 18.99 | 275% |
| Returns for 10 years | 41.91 | -1.18 | -3,558% |
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