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DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
DFA US Small Cap Value I
Price$46.48
Change-$0.15 (-0.32%)
VolumeN/A
Net Assets15.34B
Federated Hermes Clover Small Value R
Price$22.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets156.52M
DFSVX vs VSFRX Comparison Chart in %
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VS
VS
DFSVX vs. VSFRX commentary
Jul 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.3B vs. VSFRX (157M). DFSVX pays higher dividends than VSFRX: DFSVX (1.65) vs VSFRX (0.94). DFSVX was incepted earlier than VSFRX: DFSVX (32 years) vs VSFRX (15 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 : 5.37 vs. VSFRX (-2.75). DFSVX return over 5 years is better than : 102.91 vs. VSFRX (52.87).
| 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 | 15 years | - |
| Gain YTD | -3.342 | -2.297 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 157M | 9,745% |
| Annual Yield % from dividends | 1.65 | 0.94 | 175% |
| Returns for 1 year | 5.37 | -2.75 | -195% |
| Returns for 3 years | 25.31 | 2.90 | 873% |
| Returns for 5 years | 102.91 | 52.87 | 195% |
| Returns for 10 years | 37.61 | -3.60 | -1,045% |
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