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DFSVX vs DTSVX
DFSVX vs DTSVX Comparison
Open Charts DFSVX vs DTSVX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Wilshire Small Company Value Invmt
Price$23.28
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets21.65M
DFSVX vs DTSVX Comparison Chart
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DFSVX vs. DTSVX commentary
May 23, 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 Hold and DTSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. DTSVX (21.6M). DFSVX pays higher dividends than DTSVX: DFSVX (1.75) vs DTSVX (1.18). DFSVX was incepted earlier than DTSVX: DFSVX (32 years) vs DTSVX (33 years). DTSVX (1.95) is less costly to investors than DFSVX (0.31). DTSVX is a more actively managed with annual turnover of: 53.00 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 : -3.63 vs. DTSVX (-9.69). DFSVX return over 5 years is better than : 94.99 vs. DTSVX (56.82).
| DFSVX | DTSVX | DFSVX / DTSVX | |
| Total Expense Ratio | 0.31 | 1.35 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.95 | 16% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | -8.573 | -8.159 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 21.6M | 67,593% |
| Annual Yield % from dividends | 1.75 | 1.18 | 148% |
| Returns for 1 year | -3.63 | -9.69 | 37% |
| Returns for 3 years | 12.64 | -5.15 | -246% |
| Returns for 5 years | 94.99 | 56.82 | 167% |
| Returns for 10 years | 28.61 | 3.25 | 881% |
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