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DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Federated Hermes Clover Small Value R
Price$22.63
Change+$0.38 (+1.71%)
VolumeN/A
Net Assets151.9M
DFSVX vs VSFRX Comparison Chart
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DFSVX vs. VSFRX commentary
Jun 07, 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: 14.8B vs. VSFRX (152M). 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 : 0.94 vs. VSFRX (-6.58). DFSVX return over 5 years is better than : 68.62 vs. VSFRX (29.37).
| 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 | -6.110 | -5.359 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 152M | 9,737% |
| Annual Yield % from dividends | 1.65 | 0.94 | 175% |
| Returns for 1 year | 0.94 | -6.58 | -14% |
| Returns for 3 years | 7.43 | -11.05 | -67% |
| Returns for 5 years | 68.62 | 29.37 | 234% |
| Returns for 10 years | 33.33 | -7.07 | -471% |
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