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DFSVX vs DTSVX
DFSVX vs DTSVX Comparison
Open Charts DFSVX vs DTSVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Wilshire Small Company Value Invmt
Price$24.07
Change-$0.45 (-1.84%)
VolumeN/A
Net Assets22.24M
DFSVX vs DTSVX Comparison Chart
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DFSVX vs. DTSVX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. DTSVX (22.2M). DFSVX pays higher dividends than DTSVX: DFSVX (1.65) vs DTSVX (1.12). 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 : 1.83 vs. DTSVX (-3.18). DFSVX return over 5 years is better than : 86.94 vs. DTSVX (52.65).
| 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 | -6.462 | -5.124 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 22.2M | 67,117% |
| Annual Yield % from dividends | 1.65 | 1.12 | 147% |
| Returns for 1 year | 1.83 | -3.18 | -58% |
| Returns for 3 years | 19.38 | 0.95 | 2,037% |
| Returns for 5 years | 86.94 | 52.65 | 165% |
| Returns for 10 years | 30.89 | 5.40 | 573% |
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