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DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R
Price$26.28
Change-$0.33 (-1.24%)
VolumeN/A
CapitalizationN/A
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VS
VS
DFSVX vs VSFRX Comparison Chart
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DFSVX vs. VSFRX commentary
Sep 21, 2024
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 StrongBuy and VSFRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. VSFRX (188M). 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 (22.84) and VSFRX (22.26) have marching annual gain over last year. DFSVX return over 5 years is better than : 55.21 vs. VSFRX (41.60).
| 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 | 8.788 | 10.933 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 188M | 8,883% |
| Annual Yield % from dividends | 1.44 | 1.04 | 138% |
| Returns for 1 year | 22.84 | 22.26 | 103% |
| Returns for 3 years | 17.09 | 1.01 | 1,700% |
| Returns for 5 years | 55.21 | 41.60 | 133% |
| Returns for 10 years | 44.49 | 2.69 | 1,654% |
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