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DFSVX vs DTSVX
DFSVX vs DTSVX Comparison
Open Charts DFSVX vs DTSVX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Wilshire Small Company Value Invmt
Price$21.97
Change-$1.61 (-6.83%)
VolumeN/A
Net Assets22.39M
DFSVX vs DTSVX Comparison Chart
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DFSVX vs. DTSVX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. DTSVX (22.4M). 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 : -0.75 vs. DTSVX (-8.15). DFSVX return over 5 years is better than : 148.44 vs. DTSVX (93.81).
| 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 | -6.586 | -7.056 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 22.4M | 66,964% |
| Annual Yield % from dividends | 1.65 | 1.14 | 145% |
| Returns for 1 year | -0.75 | -8.15 | 9% |
| Returns for 3 years | 7.99 | -12.58 | -64% |
| Returns for 5 years | 148.44 | 93.81 | 158% |
| Returns for 10 years | 31.44 | 2.82 | 1,117% |
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