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DFSVX vs GTTRX
DFSVX vs GTTRX Comparison
Open Charts DFSVX vs GTTRX
DFA US Small Cap Value I
Price$47.15
Change+$0.20 (+0.43%)
VolumeN/A
Net Assets15.53B
Goldman Sachs Small Cp Val Insghts R
Price$30.80
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets780.1M
DFSVX vs GTTRX Comparison Chart in %
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DFSVX vs. GTTRX commentary
Aug 10, 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 GTTRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. GTTRX (780M). DFSVX pays higher dividends than GTTRX: DFSVX (1.64) vs GTTRX (0.70). DFSVX was incepted earlier than GTTRX: DFSVX (32 years) vs GTTRX (18 years). GTTRX (1.50) is less costly to investors than DFSVX (0.31). GTTRX is a more actively managed with annual turnover of: 152.00 vs. DFSVX (12.00). DFSVX (0) and GTTRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 4.26 vs. GTTRX (-18.28). DFSVX return over 5 years is better than : 78.17 vs. GTTRX (-4.92).
| DFSVX | GTTRX | DFSVX / GTTRX | |
| Total Expense Ratio | 0.31 | 1.45 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.50 | 21% |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | -1.948 | -2.004 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 780M | 1,987% |
| Annual Yield % from dividends | 1.64 | 0.70 | 234% |
| Returns for 1 year | 4.26 | -18.28 | -23% |
| Returns for 3 years | 18.64 | -6.17 | -302% |
| Returns for 5 years | 78.17 | -4.92 | -1,589% |
| Returns for 10 years | 45.53 | -14.87 | -306% |
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