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DFSVX vs VSFIX
DFSVX vs VSFIX Comparison
Open Charts DFSVX vs VSFIX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Federated Hermes Clover Small Value IS
Price$24.60
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets162.02M
DFSVX vs VSFIX Comparison Chart in %
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DFSVX vs. VSFIX 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 VSFIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. VSFIX (162M). DFSVX pays higher dividends than VSFIX: DFSVX (1.67) vs VSFIX (1.22). DFSVX was incepted earlier than VSFIX: DFSVX (32 years) vs VSFIX (16 years). VSFIX (1.24) is less costly to investors than DFSVX (0.31). VSFIX is a more actively managed with annual turnover of: 76.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than VSFIX: DFSVX (0) vs VSFIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. VSFIX (1.35). DFSVX return over 5 years is better than : 105.30 vs. VSFIX (56.25).
| DFSVX | VSFIX | DFSVX / VSFIX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 1.24 | 25% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | 1.067 | 1.485 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 162M | 9,938% |
| Annual Yield % from dividends | 1.67 | 1.22 | 137% |
| Returns for 1 year | 9.45 | 1.35 | 700% |
| Returns for 3 years | 32.84 | 8.83 | 372% |
| Returns for 5 years | 105.30 | 56.25 | 187% |
| Returns for 10 years | 45.10 | 4.19 | 1,077% |
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