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DFFVX vs VSMVX
DFFVX vs VSMVX Comparison
Open Charts DFFVX vs VSMVX
DFA US Targeted Value I
Price$31.57
Change+$0.70 (+2.27%)
VolumeN/A
Net Assets11.98B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$340.40
Change+$7.73 (+2.32%)
VolumeN/A
Net Assets1.18B
DFFVX vs VSMVX Comparison Chart
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DFFVX vs. VSMVX commentary
May 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12B vs. VSMVX (1.18B). VSMVX pays higher dividends than DFFVX: VSMVX (2.29) vs DFFVX (1.71). 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 : -1.46 vs. VSMVX (-7.08). DFFVX return over 5 years is better than : 105.40 vs. VSMVX (66.89).
| 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 | -7.744 | -14.826 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 1.18B | 1,016% |
| Annual Yield % from dividends | 1.71 | 2.29 | 75% |
| Returns for 1 year | -1.46 | -7.08 | 21% |
| Returns for 3 years | 17.38 | -0.24 | -7,158% |
| Returns for 5 years | 105.40 | 66.89 | 158% |
| Returns for 10 years | 45.11 | 62.06 | 73% |
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