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DFFVX vs SPVYX
DFFVX vs SPVYX Comparison
Open Charts DFFVX vs SPVYX
DFA US Targeted Value I
Price$31.85
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets12.36B
SEI Small Cap Value Y (SIMT)
Price$20.63
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets264.89M
DFFVX vs SPVYX Comparison Chart
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DFFVX vs. SPVYX commentary
May 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 Buy and SPVYX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.4B vs. SPVYX (265M). DFFVX pays higher dividends than SPVYX: DFFVX (1.71) vs SPVYX (1.53). DFFVX was incepted earlier than SPVYX: DFFVX (25 years) vs SPVYX (10 years). SPVYX (0.98) is less costly to investors than DFFVX (0.30). SPVYX is a more actively managed with annual turnover of: 57.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than SPVYX: DFFVX (0) vs SPVYX (100000). DFFVX annual gain was more profitable for investors over the last year : -1.47 vs. SPVYX (-17.43). DFFVX return over 5 years is better than : 108.13 vs. SPVYX (42.66).
| DFFVX | SPVYX | DFFVX / SPVYX | |
| Total Expense Ratio | 0.29 | 0.98 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 0.98 | 31% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -6.926 | -6.489 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 265M | 4,679% |
| Annual Yield % from dividends | 1.71 | 1.53 | 112% |
| Returns for 1 year | -1.47 | -17.43 | 8% |
| Returns for 3 years | 17.12 | -9.00 | -190% |
| Returns for 5 years | 108.13 | 42.66 | 253% |
| Returns for 10 years | 44.83 | N/A | - |
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