Ad is loading...
DFFVX vs VSMIX
DFFVX vs VSMIX Comparison
Open Charts DFFVX vs VSMIX
Invesco Small Cap Value Y
Price$27.14
Change+$0.20 (+0.74%)
VolumeN/A
Net Assets6.72B
DFFVX vs VSMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. VSMIX commentary
Jan 19, 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 VSMIX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. VSMIX (6.72B). DFFVX pays higher dividends than VSMIX: DFFVX (1.37) vs VSMIX (0.60). DFFVX was incepted earlier than VSMIX: DFFVX (25 years) vs VSMIX (19 years). VSMIX is a more actively managed with annual turnover of: 51.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than VSMIX: DFFVX (0) vs VSMIX (1000). VSMIX annual gain was more profitable for investors over the last year : 26.39 vs. DFFVX (17.82). VSMIX return over 5 years is better than : 81.71 vs. DFFVX (58.83).
| DFFVX | VSMIX | DFFVX / VSMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 3.026 | 4.950 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 6.72B | 205% |
| Annual Yield % from dividends | 1.37 | 0.60 | 227% |
| Returns for 1 year | 17.82 | 26.39 | 68% |
| Returns for 3 years | 19.62 | 33.61 | 58% |
| Returns for 5 years | 58.83 | 81.71 | 72% |
| Returns for 10 years | 76.83 | 45.63 | 168% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers