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DFFVX vs VSMIX
DFFVX vs VSMIX Comparison
Open Charts DFFVX vs VSMIX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value Y
Price$26.25
Change-$0.09 (-0.34%)
VolumeN/A
CapitalizationN/A
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VS
VS
DFFVX vs VSMIX Comparison Chart
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DFFVX vs. VSMIX commentary
Sep 21, 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: 13.8B vs. VSMIX (5.62B). 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 : 28.93 vs. DFFVX (22.61). VSMIX return over 5 years is better than : 85.74 vs. DFFVX (59.42).
| 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 | 7.514 | 18.297 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 5.62B | 245% |
| Annual Yield % from dividends | 1.37 | 0.60 | 227% |
| Returns for 1 year | 22.61 | 28.93 | 78% |
| Returns for 3 years | 20.03 | 28.64 | 70% |
| Returns for 5 years | 59.42 | 85.74 | 69% |
| Returns for 10 years | 55.75 | 16.02 | 348% |
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