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DEVIX vs DFSVX
DEVIX vs DFSVX Comparison
Open Charts DEVIX vs DFSVX
Macquarie Small Cap Value Instl
Price$73.68
Change+$0.87 (+1.19%)
VolumeN/A
Net Assets4.52B
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
DEVIX vs DFSVX Comparison Chart
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DEVIX vs. DFSVX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. DEVIX (4.52B). DFSVX pays higher dividends than DEVIX: DFSVX (1.44) vs DEVIX (1.22). DEVIX was incepted earlier than DFSVX: DEVIX (32 years) vs DFSVX (32 years). DEVIX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (25.00). DEVIX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.34 vs. DEVIX (9.44). DFSVX return over 5 years is better than : 64.95 vs. DEVIX (22.92).
| DEVIX | DFSVX | DEVIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 5.453 | 4.082 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.52B | 16.9B | 27% |
| Annual Yield % from dividends | 1.22 | 1.44 | 85% |
| Returns for 1 year | 9.44 | 17.34 | 54% |
| Returns for 3 years | -3.42 | 23.52 | -15% |
| Returns for 5 years | 22.92 | 64.95 | 35% |
| Returns for 10 years | 46.68 | 57.14 | 82% |
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