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DFSVX vs VSFSX
DFSVX vs VSFSX Comparison
Open Charts DFSVX vs VSFSX
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R6
Price$24.64
Change+$0.20 (+0.82%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSFSX Comparison Chart
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DFSVX vs. VSFSX commentary
Dec 23, 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 Buy and VSFSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. VSFSX (174M). 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 : 9.07 vs. VSFSX (1.40). DFSVX return over 5 years is better than : 46.34 vs. VSFSX (21.86).
| 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 | 8.855 | 1.066 | 830% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 174M | 9,368% |
| Annual Yield % from dividends | 1.44 | 1.37 | 105% |
| Returns for 1 year | 9.07 | 1.40 | 649% |
| Returns for 3 years | 18.23 | -12.02 | -152% |
| Returns for 5 years | 46.34 | 21.86 | 212% |
| Returns for 10 years | 45.16 | N/A | - |
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