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DFFVX vs VSMVX
DFFVX vs VSMVX Comparison
Open Charts DFFVX vs VSMVX
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$374.31
Change+$1.79 (+0.48%)
VolumeN/A
Net Assets1.25B
DFFVX vs VSMVX Comparison Chart in %
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DFFVX vs. VSMVX commentary
Jul 07, 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: 13.4B vs. VSMVX (1.25B). VSMVX pays higher dividends than DFFVX: VSMVX (1.91) vs DFFVX (1.63). 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 : 11.79 vs. VSMVX (7.97). DFFVX return over 5 years is better than : 116.56 vs. VSMVX (77.91).
| 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 | 2.331 | -4.099 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 1.25B | 1,075% |
| Annual Yield % from dividends | 1.63 | 1.91 | 86% |
| Returns for 1 year | 11.79 | 7.97 | 148% |
| Returns for 3 years | 37.51 | 16.42 | 228% |
| Returns for 5 years | 116.56 | 77.91 | 150% |
| Returns for 10 years | 62.84 | 82.82 | 76% |
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