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DEVIX vs DFSVX
DEVIX vs DFSVX Comparison
Open Charts DEVIX vs DFSVX
Macquarie Small Cap Value Instl
Price$70.60
Change-$1.52 (-2.11%)
VolumeN/A
Net Assets3.68B
DFA US Small Cap Value I
Price$47.28
Change-$1.24 (-2.56%)
VolumeN/A
Net Assets15.65B
DEVIX vs DFSVX Comparison Chart in %
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DEVIX vs. DFSVX commentary
Jul 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 DEVIX is a Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. DEVIX (3.68B). DFSVX pays higher dividends than DEVIX: DFSVX (1.67) vs DEVIX (1.21). DEVIX was incepted earlier than DFSVX: DEVIX (33 years) vs DFSVX (32 years). DEVIX (0.85) 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 : 0.91 vs. DEVIX (-5.81). DFSVX return over 5 years is better than : 90.88 vs. DEVIX (47.72).
| DEVIX | DFSVX | DEVIX / DFSVX | |
| Total Expense Ratio | 0.85 | 0.31 | 274% |
| Annual Report Gross Expense Ratio | 0.85 | 0.31 | 274% |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 1.045 | -1.678 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.68B | 15.7B | 23% |
| Annual Yield % from dividends | 1.21 | 1.67 | 73% |
| Returns for 1 year | -5.81 | 0.91 | -640% |
| Returns for 3 years | 6.90 | 29.99 | 23% |
| Returns for 5 years | 47.72 | 90.88 | 53% |
| Returns for 10 years | 35.21 | 41.52 | 85% |
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