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DFSVX vs VSFCX
DFSVX vs VSFCX Comparison
Open Charts DFSVX vs VSFCX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Federated Hermes Clover Small Value C
Price$20.18
Change-$0.38 (-1.85%)
VolumeN/A
Net Assets151.75M
DFSVX vs VSFCX Comparison Chart
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DFSVX vs. VSFCX commentary
Jun 16, 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 VSFCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. VSFCX (152M). DFSVX pays higher dividends than VSFCX: DFSVX (1.65) vs VSFCX (0.34). 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 : 1.83 vs. VSFCX (-7.15). DFSVX return over 5 years is better than : 86.94 vs. VSFCX (34.21).
| 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 | -6.462 | -5.789 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 152M | 9,803% |
| Annual Yield % from dividends | 1.65 | 0.34 | 485% |
| Returns for 1 year | 1.83 | -7.15 | -26% |
| Returns for 3 years | 19.38 | -4.73 | -410% |
| Returns for 5 years | 86.94 | 34.21 | 254% |
| Returns for 10 years | 30.89 | -17.48 | -177% |
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