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DEVIX vs DFSVX
DEVIX vs DFSVX Comparison
Open Charts DEVIX vs DFSVX
Macquarie Small Cap Value Instl
Price$67.56
Change-$1.17 (-1.70%)
VolumeN/A
Net Assets3.95B
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
DEVIX vs DFSVX Comparison Chart
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DEVIX vs. DFSVX commentary
Jun 15, 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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. DEVIX (3.95B). DFSVX pays higher dividends than DEVIX: DFSVX (1.65) vs DEVIX (1.25). 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 : 1.83 vs. DEVIX (-5.13). DFSVX return over 5 years is better than : 86.94 vs. DEVIX (45.11).
| 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 | -3.306 | -6.462 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.95B | 14.9B | 27% |
| Annual Yield % from dividends | 1.25 | 1.65 | 76% |
| Returns for 1 year | -5.13 | 1.83 | -280% |
| Returns for 3 years | -0.64 | 19.38 | -3% |
| Returns for 5 years | 45.11 | 86.94 | 52% |
| Returns for 10 years | 25.45 | 30.89 | 82% |
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