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DFFVX vs SMVSX
DFFVX vs SMVSX Comparison
Open Charts DFFVX vs SMVSX
DFA US Targeted Value I
Price$35.62
Change-$0.24 (-0.67%)
VolumeN/A
Net Assets13.91B
Invesco Small Cap Value R6
Price$27.93
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets6.86B
DFFVX vs SMVSX Comparison Chart
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DFFVX vs. SMVSX commentary
Jan 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 SMVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. SMVSX (6.86B). 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 : 26.62 vs. DFFVX (16.12). SMVSX return over 5 years is better than : 93.62 vs. DFFVX (64.57).
| 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 | 3.637 | 6.766 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 6.86B | 203% |
| Annual Yield % from dividends | 1.37 | 0.70 | 196% |
| Returns for 1 year | 16.12 | 26.62 | 61% |
| Returns for 3 years | 27.43 | 44.50 | 62% |
| Returns for 5 years | 64.57 | 93.62 | 69% |
| Returns for 10 years | 74.41 | N/A | - |
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