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DFSVX vs VSFSX
DFSVX vs VSFSX Comparison
Open Charts DFSVX vs VSFSX
DFA US Small Cap Value I
Price$50.08
Change-$0.40 (-0.79%)
VolumeN/A
Net Assets16.95B
Federated Hermes Clover Small Value R6
Price$25.13
Change-$0.23 (-0.91%)
VolumeN/A
Net Assets179.03M
DFSVX vs VSFSX Comparison Chart
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DFSVX vs. VSFSX commentary
Jan 23, 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 VSFSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. VSFSX (179M). DFSVX pays higher dividends than VSFSX: DFSVX (1.44) vs VSFSX (1.37). DFSVX was incepted earlier than VSFSX: DFSVX (32 years) vs VSFSX (9 years). VSFSX is a more actively managed with annual turnover of: 92.00 vs. DFSVX (25.00). DFSVX (0) and VSFSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 15.36 vs. VSFSX (7.30). DFSVX return over 5 years is better than : 56.95 vs. VSFSX (26.73).
| DFSVX | VSFSX | DFSVX / VSFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 3.236 | 4.491 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 179M | 9,441% |
| Annual Yield % from dividends | 1.44 | 1.37 | 105% |
| Returns for 1 year | 15.36 | 7.30 | 210% |
| Returns for 3 years | 24.01 | 1.08 | 2,226% |
| Returns for 5 years | 56.95 | 26.73 | 213% |
| Returns for 10 years | 55.08 | N/A | - |