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DFSVX vs VSFSX
DFSVX vs VSFSX Comparison
Open Charts DFSVX vs VSFSX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Federated Hermes Clover Small Value R6
Price$27.13
Change-$0.34 (-1.24%)
VolumeN/A
CapitalizationN/A
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VS
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DFSVX vs VSFSX Comparison Chart
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DFSVX vs. VSFSX commentary
Sep 21, 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 StrongBuy and VSFSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. VSFSX (188M). DFSVX pays higher dividends than VSFSX: DFSVX (1.44) vs VSFSX (1.37). DFSVX was incepted earlier than VSFSX: DFSVX (32 years) vs VSFSX (8 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. VSFSX (22.86) and DFSVX (22.84) have marching annual gain over last year. DFSVX return over 5 years is better than : 55.21 vs. VSFSX (45.08).
| DFSVX | VSFSX | DFSVX / VSFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 8.788 | 11.280 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 188M | 8,883% |
| Annual Yield % from dividends | 1.44 | 1.37 | 105% |
| Returns for 1 year | 22.84 | 22.86 | 100% |
| Returns for 3 years | 17.09 | 2.81 | 609% |
| Returns for 5 years | 55.21 | 45.08 | 122% |
| Returns for 10 years | 44.49 | N/A | - |
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