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DFFVX vs SMVIX
DFFVX vs SMVIX Comparison
Open Charts DFFVX vs SMVIX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
SEI Small Cap Value I (SIMT)
Price$26.29
Change-$0.35 (-1.31%)
VolumeN/A
CapitalizationN/A
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DFFVX vs SMVIX Comparison Chart
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DFFVX vs. SMVIX commentary
Sep 21, 2024
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 DFFVX is a Buy and SMVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. SMVIX (371M). DFFVX pays higher dividends than SMVIX: DFFVX (1.37) vs SMVIX (0.96). DFFVX was incepted earlier than SMVIX: DFFVX (25 years) vs SMVIX (23 years). SMVIX is a more actively managed with annual turnover of: 39.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than SMVIX: DFFVX (0) vs SMVIX (100000). DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. SMVIX (17.76). DFFVX return over 5 years is better than : 58.07 vs. SMVIX (32.80).
| DFFVX | SMVIX | DFFVX / SMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 6.598 | 7.636 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 371M | 3,720% |
| Annual Yield % from dividends | 1.37 | 0.96 | 144% |
| Returns for 1 year | 19.37 | 17.76 | 109% |
| Returns for 3 years | 16.04 | 0.83 | 1,927% |
| Returns for 5 years | 58.07 | 32.80 | 177% |
| Returns for 10 years | 50.68 | 11.65 | 435% |
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