Ad is loading...
Ad is loading...
DFFVX vs SMVSX
DFFVX vs SMVSX Comparison
Open Charts DFFVX vs SMVSX
DFA US Targeted Value I
Price$37.09
Change+$0.61 (+1.67%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value R6
Price$29.70
Change+$0.34 (+1.16%)
VolumeN/A
CapitalizationN/A
DFFVX vs SMVSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. SMVSX commentary
Nov 23, 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 SMVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.3B vs. SMVSX (6.49B). DFFVX pays higher dividends than SMVSX: DFFVX (1.37) vs SMVSX (0.70). DFFVX was incepted earlier than SMVSX: DFFVX (25 years) vs SMVSX (8 years). SMVSX is a more actively managed with annual turnover of: 51.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than SMVSX: DFFVX (0) vs SMVSX (1000000). SMVSX annual gain was more profitable for investors over the last year : 39.79 vs. DFFVX (28.79). SMVSX return over 5 years is better than : 101.38 vs. DFFVX (67.49).
| DFFVX | SMVSX | DFFVX / SMVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 15.672 | 30.955 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.3B | 6.49B | 220% |
| Annual Yield % from dividends | 1.37 | 0.70 | 196% |
| Returns for 1 year | 28.79 | 39.79 | 72% |
| Returns for 3 years | 14.22 | 26.95 | 53% |
| Returns for 5 years | 67.49 | 101.38 | 67% |
| Returns for 10 years | 63.22 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRSTX | 16.50 | 0.29 | +1.79% |
| MFS Blended Research Small Cap Eq R3 | |||
| WDIIX | 13.98 | 0.17 | +1.23% |
| Wilmington Enhanced Div Inc Strat I | |||
| OIEPX | 26.47 | 0.31 | +1.19% |
| JPMorgan Equity Income R3 | |||
| CCWIX | 19.43 | 0.14 | +0.73% |
| Baird Chautauqua International Gr Instl | |||
| RLITX | 15.53 | 0.04 | +0.26% |
| Lazard International Strategic Eq R6 | |||