DFSTX
Price
$51.81
Change
+$0.45 (+0.88%)
Updated
Oct 8 closing price
Net Assets
17.01B
MOPAX
Price
$26.74
Change
+$0.21 (+0.79%)
Updated
Oct 8 closing price
Net Assets
292.73M
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DFSTX vs MOPAX

Header iconDFSTX vs MOPAX Comparison
Open Charts DFSTX vs MOPAXBanner chart's image
DFA US Small Cap I
Price$51.81
Change+$0.45 (+0.88%)
VolumeN/A
Net Assets17.01B
NYLI WMC Small Companies
Price$26.74
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets292.73M
DFSTX vs MOPAX Comparison Chart in %
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DFSTX vs. MOPAX commentary
Oct 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 DFSTX is a Buy and MOPAX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. MOPAX (293M). DFSTX pays higher dividends than MOPAX: DFSTX (1.07) vs MOPAX (0.16). DFSTX was incepted earlier than MOPAX: DFSTX (34 years) vs MOPAX (22 years). MOPAX (1.21) is less costly to investors than DFSTX (0.28). MOPAX is a more actively managed with annual turnover of: 96.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than MOPAX: DFSTX (0) vs MOPAX (15000). MOPAX annual gain was more profitable for investors over the last year : 12.15 vs. DFSTX (9.03). DFSTX return over 5 years is better than : 65.75 vs. MOPAX (12.39).
DFSTXMOPAXDFSTX / MOPAX
Total Expense Ratio0.271.2122%
Annual Report Gross Expense Ratio0.281.2123%
Fund Existence34 years22 years-
Gain YTD6.8105.027135%
Front LoadN/A6%-
Min. Initial Investment015000-
Min. Initial Investment IRAN/AN/A-
Net Assets17B293M5,802%
Annual Yield % from dividends1.070.16660%
Returns for 1 year9.0312.1574%
Returns for 3 years41.6441.77100%
Returns for 5 years65.7512.39530%
Returns for 10 years76.543.891,965%
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