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DFSVX vs MAVKX
DFSVX vs MAVKX Comparison
Open Charts DFSVX vs MAVKX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
MoA Small Cap Value Fund
Price$12.35
Change+$0.16 (+1.31%)
VolumeN/A
Net Assets322.33M
DFSVX vs MAVKX Comparison Chart
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DFSVX vs. MAVKX commentary
Apr 12, 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 MAVKX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. MAVKX (322M). DFSVX pays higher dividends than MAVKX: DFSVX (1.65) vs MAVKX (1.24). DFSVX was incepted earlier than MAVKX: DFSVX (32 years) vs MAVKX (20 years). MAVKX (0.84) is less costly to investors than DFSVX (0.31). MAVKX is a more actively managed with annual turnover of: 22.33 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than MAVKX: DFSVX (0) vs MAVKX (3000). DFSVX (-10.09) and MAVKX (-10.28) have marching annual gain over last year. DFSVX return over 5 years is better than : 81.60 vs. MAVKX (25.20).
| DFSVX | MAVKX | DFSVX / MAVKX | |
| Total Expense Ratio | 0.31 | 0.84 | 37% |
| Annual Report Gross Expense Ratio | 0.31 | 0.84 | 37% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | -17.140 | -14.828 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 322M | 4,068% |
| Annual Yield % from dividends | 1.65 | 1.24 | 133% |
| Returns for 1 year | -10.09 | -10.28 | 98% |
| Returns for 3 years | -1.27 | -17.48 | 7% |
| Returns for 5 years | 81.60 | 25.20 | 324% |
| Returns for 10 years | 16.53 | -15.74 | -105% |
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