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DFFVX vs VSMCX
DFFVX vs VSMCX Comparison
Open Charts DFFVX vs VSMCX
DFA US Targeted Value I
Price$36.48
Change+$0.62 (+1.73%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value C
Price$12.43
Change+$0.26 (+2.14%)
VolumeN/A
CapitalizationN/A
DFFVX vs VSMCX Comparison Chart
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DFFVX vs. VSMCX commentary
Nov 22, 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 VSMCX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. VSMCX (6.34B). DFFVX pays higher dividends than VSMCX: DFFVX (1.37) vs VSMCX (0.40). DFFVX was incepted earlier than VSMCX: DFFVX (25 years) vs VSMCX (25 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). VSMCX annual gain was more profitable for investors over the last year : 31.30 vs. DFFVX (28.79). DFFVX return over 5 years is better than : 67.49 vs. VSMCX (41.75).
| DFFVX | VSMCX | DFFVX / VSMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 15.672 | 29.614 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 6.34B | 222% |
| Annual Yield % from dividends | 1.37 | 0.40 | 340% |
| Returns for 1 year | 28.79 | 31.30 | 92% |
| Returns for 3 years | 14.22 | -6.95 | -205% |
| Returns for 5 years | 67.49 | 41.75 | 162% |
| Returns for 10 years | 63.22 | -33.79 | -187% |
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