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DFSVX vs VSFIX
DFSVX vs VSFIX Comparison
Open Charts DFSVX vs VSFIX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Federated Hermes Clover Small Value IS
Price$24.50
Change+$0.10 (+0.41%)
VolumeN/A
Net Assets160.48M
DFSVX vs VSFIX Comparison Chart in %
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DFSVX vs. VSFIX commentary
Jul 28, 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: 16B vs. VSFIX (160M). 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 : 0.60 vs. VSFIX (-7.52). DFSVX return over 5 years is better than : 94.25 vs. VSFIX (48.29).
| 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 | 0.901 | 1.073 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 160M | 10,000% |
| Annual Yield % from dividends | 1.67 | 1.22 | 137% |
| Returns for 1 year | 0.60 | -7.52 | -8% |
| Returns for 3 years | 27.09 | 3.76 | 720% |
| Returns for 5 years | 94.25 | 48.29 | 195% |
| Returns for 10 years | 50.73 | 6.09 | 833% |
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