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DFSVX vs VSFSX
DFSVX vs VSFSX Comparison
Open Charts DFSVX vs VSFSX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
Federated Hermes Clover Small Value R6
Price$20.73
Change+$0.18 (+0.88%)
VolumeN/A
Net Assets139.2M
DFSVX vs VSFSX Comparison Chart
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DFSVX vs. VSFSX commentary
Apr 12, 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: 13.1B vs. VSFSX (139M). DFSVX pays higher dividends than VSFSX: DFSVX (1.65) vs VSFSX (1.32). DFSVX was incepted earlier than VSFSX: DFSVX (32 years) vs VSFSX (9 years). VSFSX (1.14) is less costly to investors than DFSVX (0.31). VSFSX is a more actively managed with annual turnover of: 76.00 vs. DFSVX (12.00). DFSVX (0) and VSFSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -10.09 vs. VSFSX (-15.48). DFSVX return over 5 years is better than : 81.60 vs. VSFSX (43.98).
| DFSVX | VSFSX | DFSVX / VSFSX | |
| Total Expense Ratio | 0.31 | 0.82 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 1.14 | 27% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -17.140 | -15.328 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 139M | 9,424% |
| Annual Yield % from dividends | 1.65 | 1.32 | 125% |
| Returns for 1 year | -10.09 | -15.48 | 65% |
| Returns for 3 years | -1.27 | -17.49 | 7% |
| Returns for 5 years | 81.60 | 43.98 | 186% |
| Returns for 10 years | 16.53 | N/A | - |
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| 1 Day | |||
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| BNGE | 28.29 | 0.57 | +2.06% |
| First Trust S-Network Strmng & Gmng ETF | |||
| GMAR | 36.20 | 0.40 | +1.12% |
| FT Vest U.S. Eq Mod Buffr ETF - Mar | |||
| EVT | 21.63 | 0.22 | +1.03% |
| Eaton Vance Tax-Advantaged Dividend Income Fund | |||
| FDM | 58.02 | 0.56 | +0.98% |
| First Trust Dow Jones Sel MicroCap ETF | |||
| KRUZ | 30.95 | N/A | N/A |
| Unusual Whales Subversive Rep Trd ETF | |||