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DFFVX vs VSMVX
DFFVX vs VSMVX Comparison
Open Charts DFFVX vs VSMVX
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.77B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$349.37
Change-$7.12 (-2.00%)
VolumeN/A
Net Assets1.25B
DFFVX vs VSMVX Comparison Chart
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DFFVX vs. VSMVX commentary
Jun 15, 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 Buy and VSMVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.8B vs. VSMVX (1.25B). VSMVX pays higher dividends than DFFVX: VSMVX (2.19) vs DFFVX (1.62). DFFVX was incepted earlier than VSMVX: DFFVX (25 years) vs VSMVX (11 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 : 3.74 vs. VSMVX (2.20). DFFVX return over 5 years is better than : 98.41 vs. VSMVX (67.52).
| 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 | 11 years | - |
| Gain YTD | -5.144 | -8.727 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 1.25B | 1,026% |
| Annual Yield % from dividends | 1.62 | 2.19 | 74% |
| Returns for 1 year | 3.74 | 2.20 | 170% |
| Returns for 3 years | 23.80 | 10.78 | 221% |
| Returns for 5 years | 98.41 | 67.52 | 146% |
| Returns for 10 years | 47.01 | 70.52 | 67% |
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