Interact to see
Advertisement
Advertisement
DFSVX vs VSFSX
DFSVX vs VSFSX Comparison
Open Charts DFSVX vs VSFSX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Federated Hermes Clover Small Value R6
Price$24.64
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets162.02M
DFSVX vs VSFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. VSFSX 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 VSFSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. VSFSX (162M). DFSVX pays higher dividends than VSFSX: DFSVX (1.67) vs VSFSX (1.28). DFSVX was incepted earlier than VSFSX: DFSVX (32 years) vs VSFSX (9 years). VSFSX (1.14) is less costly to investors than DFSVX (0.31). VSFSX is a more actively managed with annual turnover of: 76.00 vs. DFSVX (12.00). DFSVX (0) and VSFSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. VSFSX (1.42). DFSVX return over 5 years is better than : 105.30 vs. VSFSX (56.84).
| DFSVX | VSFSX | DFSVX / VSFSX | |
| Total Expense Ratio | 0.31 | 0.82 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 1.14 | 27% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 1.067 | 1.525 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 162M | 9,938% |
| Annual Yield % from dividends | 1.67 | 1.28 | 130% |
| Returns for 1 year | 9.45 | 1.42 | 666% |
| Returns for 3 years | 32.84 | 9.10 | 361% |
| Returns for 5 years | 105.30 | 56.84 | 185% |
| Returns for 10 years | 45.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers