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DFSVX vs DTSVX
DFSVX vs DTSVX Comparison
Open Charts DFSVX vs DTSVX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Wilshire Small Company Value Invmt
Price$25.55
Change-$1.16 (-4.34%)
VolumeN/A
CapitalizationN/A
DFSVX vs DTSVX Comparison Chart
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DFSVX vs. DTSVX commentary
Dec 19, 2024
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: 16.9B vs. DTSVX (26.3M). DFSVX pays higher dividends than DTSVX: DFSVX (1.44) vs DTSVX (0.15). DFSVX was incepted earlier than DTSVX: DFSVX (32 years) vs DTSVX (32 years). DTSVX is a more actively managed with annual turnover of: 65.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than DTSVX: DFSVX (0) vs DTSVX (250000). DFSVX annual gain was more profitable for investors over the last year : 9.08 vs. DTSVX (6.67). DFSVX return over 5 years is better than : 46.31 vs. DTSVX (23.47).
| DFSVX | DTSVX | DFSVX / DTSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 32 years | - |
| Gain YTD | 8.833 | 4.458 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 26.3M | 64,259% |
| Annual Yield % from dividends | 1.44 | 0.15 | 955% |
| Returns for 1 year | 9.08 | 6.67 | 136% |
| Returns for 3 years | 19.68 | -0.79 | -2,492% |
| Returns for 5 years | 46.31 | 23.47 | 197% |
| Returns for 10 years | 46.90 | 21.57 | 217% |
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