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DFFVX vs SMVIX
DFFVX vs SMVIX Comparison
Open Charts DFFVX vs SMVIX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
SEI Small Cap Value I (SIMT)
Price$21.49
Change-$0.49 (-2.23%)
VolumeN/A
Net Assets287.8M
DFFVX vs SMVIX Comparison Chart
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DFFVX vs. SMVIX commentary
Feb 23, 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 DFFVX is a Hold and SMVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. SMVIX (288M). 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 : 10.28 vs. SMVIX (-9.87). DFFVX return over 5 years is better than : 59.88 vs. SMVIX (4.55).
| 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 | -0.786 | -1.693 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 288M | 4,583% |
| Annual Yield % from dividends | 1.37 | 0.96 | 144% |
| Returns for 1 year | 10.28 | -9.87 | -104% |
| Returns for 3 years | 20.19 | -12.13 | -166% |
| Returns for 5 years | 59.88 | 4.55 | 1,316% |
| Returns for 10 years | 57.95 | -3.27 | -1,772% |
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