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DFSVX vs VSFCX
DFSVX vs VSFCX Comparison
Open Charts DFSVX vs VSFCX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Federated Hermes Clover Small Value C
Price$21.62
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets162.02M
DFSVX vs VSFCX Comparison Chart in %
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DFSVX vs. VSFCX commentary
Jul 07, 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 Buy and VSFCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. VSFCX (162M). DFSVX pays higher dividends than VSFCX: DFSVX (1.67) vs VSFCX (0.33). DFSVX was incepted earlier than VSFCX: DFSVX (32 years) vs VSFCX (29 years). VSFCX (2.23) is less costly to investors than DFSVX (0.31). VSFCX is a more actively managed with annual turnover of: 76.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than VSFCX: DFSVX (0) vs VSFCX (1500). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. VSFCX (-0.88). DFSVX return over 5 years is better than : 105.30 vs. VSFCX (43.97).
| DFSVX | VSFCX | DFSVX / VSFCX | |
| Total Expense Ratio | 0.31 | 1.96 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 2.23 | 14% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 1.067 | 0.934 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 162M | 9,938% |
| Annual Yield % from dividends | 1.67 | 0.33 | 509% |
| Returns for 1 year | 9.45 | -0.88 | -1,069% |
| Returns for 3 years | 32.84 | 3.08 | 1,066% |
| Returns for 5 years | 105.30 | 43.97 | 239% |
| Returns for 10 years | 45.10 | -9.76 | -462% |
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