Ad is loading...
DFSVX vs DTSVX
DFSVX vs DTSVX Comparison
Open Charts DFSVX vs DTSVX
DFA US Small Cap Value I
Price$42.14
Change+$0.15 (+0.36%)
VolumeN/A
Net Assets13.97B
Wilshire Small Company Value Invmt
Price$22.34
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets20.87M
DFSVX vs DTSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. DTSVX commentary
Apr 29, 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 DFSVX is a Buy and DTSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14B vs. DTSVX (20.9M). DFSVX pays higher dividends than DTSVX: DFSVX (1.65) vs DTSVX (1.14). DFSVX was incepted earlier than DTSVX: DFSVX (32 years) vs DTSVX (33 years). DTSVX (1.97) is less costly to investors than DFSVX (0.31). DTSVX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DTSVX: DFSVX (0) vs DTSVX (1000). DFSVX annual gain was more profitable for investors over the last year : -5.13 vs. DTSVX (-10.32). DFSVX return over 5 years is better than : 76.30 vs. DTSVX (42.05).
| DFSVX | DTSVX | DFSVX / DTSVX | |
| Total Expense Ratio | 0.31 | 1.35 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.97 | 16% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -12.795 | -12.259 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 20.9M | 66,986% |
| Annual Yield % from dividends | 1.65 | 1.14 | 145% |
| Returns for 1 year | -5.13 | -10.32 | 50% |
| Returns for 3 years | 6.86 | -11.02 | -62% |
| Returns for 5 years | 76.30 | 42.05 | 181% |
| Returns for 10 years | 24.64 | 0.01 | 295,475% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers