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DEVIX vs DFSVX
DEVIX vs DFSVX Comparison
Open Charts DEVIX vs DFSVX
Macquarie Small Cap Value Instl
Price$65.60
Change-$0.18 (-0.27%)
VolumeN/A
Net Assets4.02B
DFA US Small Cap Value I
Price$44.17
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets14.73B
DEVIX vs DFSVX Comparison Chart
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DEVIX vs. DFSVX commentary
Mar 12, 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 DEVIX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.7B vs. DEVIX (4.02B). DFSVX pays higher dividends than DEVIX: DFSVX (1.51) vs DEVIX (1.21). DEVIX was incepted earlier than DFSVX: DEVIX (32 years) vs DFSVX (32 years). DEVIX (0.86) is less costly to investors than DFSVX (0.31). DEVIX is a more actively managed with annual turnover of: 19.00 vs. DFSVX (12.00). DEVIX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -0.60 vs. DEVIX (-7.48). DFSVX return over 5 years is better than : 121.85 vs. DEVIX (67.46).
| DEVIX | DFSVX | DEVIX / DFSVX | |
| Total Expense Ratio | 0.86 | 0.31 | 277% |
| Annual Report Gross Expense Ratio | 0.86 | 0.31 | 277% |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | -6.111 | -8.947 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.02B | 14.7B | 27% |
| Annual Yield % from dividends | 1.21 | 1.51 | 80% |
| Returns for 1 year | -7.48 | -0.60 | 1,244% |
| Returns for 3 years | -13.42 | 7.04 | -191% |
| Returns for 5 years | 67.46 | 121.85 | 55% |
| Returns for 10 years | 25.01 | 32.07 | 78% |
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