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DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Federated Hermes Clover Small Value R
Price$24.22
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets176.58M
DFSVX vs VSFRX Comparison Chart
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DFSVX vs. VSFRX commentary
Jan 19, 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: 16.8B vs. VSFRX (177M). 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 : 17.38 vs. VSFRX (7.98). DFSVX return over 5 years is better than : 51.83 vs. VSFRX (20.60).
| 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 | 2.948 | 3.020 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 177M | 9,492% |
| Annual Yield % from dividends | 1.44 | 1.04 | 138% |
| Returns for 1 year | 17.38 | 7.98 | 218% |
| Returns for 3 years | 16.94 | -6.96 | -243% |
| Returns for 5 years | 51.83 | 20.60 | 252% |
| Returns for 10 years | 57.77 | 6.79 | 851% |
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