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DFSVX vs VSFSX
DFSVX vs VSFSX Comparison
Open Charts DFSVX vs VSFSX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Federated Hermes Clover Small Value R6
Price$22.55
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets149.51M
DFSVX vs VSFSX Comparison Chart
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DFSVX vs. VSFSX commentary
May 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: 14.6B vs. VSFSX (150M). DFSVX pays higher dividends than VSFSX: DFSVX (1.75) vs VSFSX (1.38). 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 : -3.63 vs. VSFSX (-9.03). DFSVX return over 5 years is better than : 94.99 vs. VSFSX (51.58).
| 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 | -8.573 | -7.087 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 150M | 9,733% |
| Annual Yield % from dividends | 1.75 | 1.38 | 127% |
| Returns for 1 year | -3.63 | -9.03 | 40% |
| Returns for 3 years | 12.64 | -4.02 | -315% |
| Returns for 5 years | 94.99 | 51.58 | 184% |
| Returns for 10 years | 28.61 | N/A | - |
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