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DEVIX vs DFSVX
DEVIX vs DFSVX Comparison
Open Charts DEVIX vs DFSVX
Macquarie Small Cap Value Instl
Price$62.06
Change+$0.62 (+1.01%)
VolumeN/A
Net Assets3.72B
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.49B
DEVIX vs DFSVX Comparison Chart
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DEVIX vs. DFSVX commentary
Apr 19, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.5B vs. DEVIX (3.72B). DFSVX pays higher dividends than DEVIX: DFSVX (1.65) vs DEVIX (1.27). 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 : -5.30 vs. DEVIX (-9.03). DFSVX return over 5 years is better than : 92.30 vs. DEVIX (48.35).
| 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 | -11.178 | -16.002 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 13.5B | 28% |
| Annual Yield % from dividends | 1.27 | 1.65 | 77% |
| Returns for 1 year | -9.03 | -5.30 | 171% |
| Returns for 3 years | -16.93 | -1.94 | 871% |
| Returns for 5 years | 48.35 | 92.30 | 52% |
| Returns for 10 years | 15.78 | 18.26 | 86% |
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