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DFSVX vs VSFIX
DFSVX vs VSFIX Comparison
Open Charts DFSVX vs VSFIX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.79B
Federated Hermes Clover Small Value IS
Price$25.48
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets161.64M
DFSVX vs VSFIX Comparison Chart in %
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DFSVX vs. VSFIX commentary
Sep 09, 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: 16.8B vs. VSFIX (162M). DFSVX pays higher dividends than VSFIX: DFSVX (1.52) vs VSFIX (1.15). DFSVX was incepted earlier than VSFIX: DFSVX (33 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 : 13.14 vs. VSFIX (0.40). DFSVX return over 5 years is better than : 97.58 vs. VSFIX (49.95).
| DFSVX | VSFIX | DFSVX / VSFIX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 1.24 | 25% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 6.557 | 5.116 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 162M | 10,370% |
| Annual Yield % from dividends | 1.52 | 1.15 | 132% |
| Returns for 1 year | 13.14 | 0.40 | 3,260% |
| Returns for 3 years | 30.06 | 4.61 | 652% |
| Returns for 5 years | 97.58 | 49.95 | 195% |
| Returns for 10 years | 66.51 | 13.33 | 499% |
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