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DFFVX vs VSMCX
DFFVX vs VSMCX Comparison
Open Charts DFFVX vs VSMCX
DFA US Targeted Value I
Price$34.60
Change+$0.31 (+0.90%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value C
Price$10.20
Change+$0.05 (+0.49%)
VolumeN/A
CapitalizationN/A
DFFVX vs VSMCX Comparison Chart
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DFFVX vs. VSMCX commentary
Dec 25, 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 Hold and VSMCX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. VSMCX (6.33B). DFFVX pays higher dividends than VSMCX: DFFVX (1.37) vs VSMCX (0.40). DFFVX was incepted earlier than VSMCX: DFFVX (25 years) vs VSMCX (26 years). VSMCX is a more actively managed with annual turnover of: 51.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than VSMCX: DFFVX (0) vs VSMCX (1000). DFFVX annual gain was more profitable for investors over the last year : 8.75 vs. VSMCX (6.09). DFFVX return over 5 years is better than : 54.40 vs. VSMCX (14.47).
| DFFVX | VSMCX | DFFVX / VSMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 9.088 | 6.095 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 6.33B | 213% |
| Annual Yield % from dividends | 1.37 | 0.40 | 340% |
| Returns for 1 year | 8.75 | 6.09 | 144% |
| Returns for 3 years | 18.99 | 3.46 | 549% |
| Returns for 5 years | 54.40 | 14.47 | 376% |
| Returns for 10 years | 62.47 | -35.47 | -176% |
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