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DFFVX vs VSMVX
DFFVX vs VSMVX Comparison
Open Charts DFFVX vs VSMVX
DFA US Targeted Value I
Price$34.20
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$393.32
Change+$3.06 (+0.78%)
VolumeN/A
CapitalizationN/A
DFFVX vs VSMVX Comparison Chart
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DFFVX vs. VSMVX commentary
Dec 23, 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 Hold and VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. VSMVX (1.56B). VSMVX pays higher dividends than DFFVX: VSMVX (1.94) vs DFFVX (1.37). DFFVX was incepted earlier than VSMVX: DFFVX (25 years) vs VSMVX (10 years). VSMVX is a more actively managed with annual turnover of: 45.00 vs. DFFVX (20.00). 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 : 9.08 vs. VSMVX (7.11). DFFVX return over 5 years is better than : 54.06 vs. VSMVX (38.12).
| DFFVX | VSMVX | DFFVX / VSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 8.802 | 6.475 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 1.56B | 867% |
| Annual Yield % from dividends | 1.37 | 1.94 | 71% |
| Returns for 1 year | 9.08 | 7.11 | 128% |
| Returns for 3 years | 20.92 | 7.89 | 265% |
| Returns for 5 years | 54.06 | 38.12 | 142% |
| Returns for 10 years | 62.99 | 92.45 | 68% |