Ad is loading...
DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.56B
Federated Hermes Clover Small Value R
Price$21.81
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets151.24M
DFSVX vs VSFRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. VSFRX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. VSFRX (151M). DFSVX pays higher dividends than VSFRX: DFSVX (1.75) vs VSFRX (0.98). 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 : -4.47 vs. VSFRX (-9.82). DFSVX return over 5 years is better than : 92.55 vs. VSFRX (47.06).
| 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 | -9.153 | -7.231 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 151M | 9,669% |
| Annual Yield % from dividends | 1.75 | 0.98 | 179% |
| Returns for 1 year | -4.47 | -9.82 | 46% |
| Returns for 3 years | 13.88 | -3.61 | -385% |
| Returns for 5 years | 92.55 | 47.06 | 197% |
| Returns for 10 years | 29.01 | -8.13 | -357% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers