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DFFVX vs VSMVX
DFFVX vs VSMVX Comparison
Open Charts DFFVX vs VSMVX
DFA US Targeted Value I
Price$28.91
Change+$0.35 (+1.23%)
VolumeN/A
Net Assets11.09B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$313.28
Change+$3.03 (+0.98%)
VolumeN/A
Net Assets1.24B
DFFVX vs VSMVX Comparison Chart
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DFFVX vs. VSMVX commentary
Apr 12, 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 VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.1B vs. VSMVX (1.24B). VSMVX pays higher dividends than DFFVX: VSMVX (2.16) vs DFFVX (1.63). DFFVX was incepted earlier than VSMVX: DFFVX (25 years) vs VSMVX (10 years). DFFVX (0.30) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 52.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than VSMVX: DFFVX (0) vs VSMVX (5000000). DFFVX annual gain was more profitable for investors over the last year : -8.07 vs. VSMVX (-11.63). DFFVX return over 5 years is better than : 95.36 vs. VSMVX (59.81).
| DFFVX | VSMVX | DFFVX / VSMVX | |
| Total Expense Ratio | 0.29 | 0.03 | 967% |
| Annual Report Gross Expense Ratio | 0.30 | 0.03 | 1,000% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -15.518 | -20.566 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.24B | 892% |
| Annual Yield % from dividends | 1.63 | 2.16 | 76% |
| Returns for 1 year | -8.07 | -11.63 | 69% |
| Returns for 3 years | 2.49 | -12.70 | -20% |
| Returns for 5 years | 95.36 | 59.81 | 159% |
| Returns for 10 years | 32.02 | 48.84 | 66% |
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