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DFFVX vs VSMIX
DFFVX vs VSMIX Comparison
Open Charts DFFVX vs VSMIX
DFA US Targeted Value I
Price$36.35
Change-$0.19 (-0.52%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value Y
Price$28.74
Change-$0.23 (-0.79%)
VolumeN/A
CapitalizationN/A
DFFVX vs VSMIX Comparison Chart
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DFFVX vs. VSMIX commentary
Nov 14, 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 VSMIX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.4B vs. VSMIX (6.42B). 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 : 38.99 vs. DFFVX (28.33). VSMIX return over 5 years is better than : 93.75 vs. DFFVX (64.36).
| 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 | 15.260 | 29.518 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 6.42B | 224% |
| Annual Yield % from dividends | 1.37 | 0.60 | 227% |
| Returns for 1 year | 28.33 | 38.99 | 73% |
| Returns for 3 years | 12.02 | 21.98 | 55% |
| Returns for 5 years | 64.36 | 93.75 | 69% |
| Returns for 10 years | 64.67 | 27.81 | 233% |
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