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DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Federated Hermes Clover Small Value R
Price$23.72
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets160.48M
DFSVX vs VSFRX Comparison Chart in %
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DFSVX vs. VSFRX 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 VSFRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. VSFRX (160M). DFSVX pays higher dividends than VSFRX: DFSVX (1.67) vs VSFRX (0.91). DFSVX was incepted earlier than VSFRX: DFSVX (32 years) vs VSFRX (15 years). VSFRX (1.72) is less costly to investors than DFSVX (0.31). VSFRX is a more actively managed with annual turnover of: 76.00 vs. DFSVX (12.00). DFSVX (0) and VSFRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. VSFRX (-8.09). DFSVX return over 5 years is better than : 94.25 vs. VSFRX (44.90).
| DFSVX | VSFRX | DFSVX / VSFRX | |
| Total Expense Ratio | 0.31 | 1.23 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.72 | 18% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | 0.901 | 0.893 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 160M | 10,000% |
| Annual Yield % from dividends | 1.67 | 0.91 | 183% |
| Returns for 1 year | 0.60 | -8.09 | -7% |
| Returns for 3 years | 27.09 | 2.14 | 1,266% |
| Returns for 5 years | 94.25 | 44.90 | 210% |
| Returns for 10 years | 50.73 | 1.94 | 2,613% |
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