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DFSVX vs VSFRX
DFSVX vs VSFRX Comparison
Open Charts DFSVX vs VSFRX
DFA US Small Cap Value I
Price$45.71
Change+$0.51 (+1.13%)
VolumeN/A
Net Assets14.92B
Federated Hermes Clover Small Value R
Price$22.46
Change+$0.24 (+1.08%)
VolumeN/A
Net Assets151.75M
DFSVX vs VSFRX Comparison Chart
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DFSVX vs. VSFRX commentary
Jun 17, 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 VSFRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. VSFRX (152M). DFSVX pays higher dividends than VSFRX: DFSVX (1.65) vs VSFRX (0.94). 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 : 1.83 vs. VSFRX (-5.69). DFSVX return over 5 years is better than : 86.94 vs. VSFRX (42.34).
| 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 | -6.462 | -5.487 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 152M | 9,803% |
| Annual Yield % from dividends | 1.65 | 0.94 | 175% |
| Returns for 1 year | 1.83 | -5.69 | -32% |
| Returns for 3 years | 19.38 | -1.03 | -1,889% |
| Returns for 5 years | 86.94 | 42.34 | 205% |
| Returns for 10 years | 30.89 | -8.45 | -366% |
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