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DFSVX vs MCVSX
DFSVX vs MCVSX Comparison
Open Charts DFSVX vs MCVSX
DFA US Small Cap Value I
Price$50.08
Change-$0.40 (-0.79%)
VolumeN/A
Net Assets16.95B
Victory Integrity Small-Cap Value C
Price$21.32
Change-$0.25 (-1.16%)
VolumeN/A
Net Assets1.22B
DFSVX vs MCVSX Comparison Chart
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DFSVX vs. MCVSX commentary
Jan 23, 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 MCVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. MCVSX (1.22B). DFSVX pays higher dividends than MCVSX: DFSVX (1.44) vs MCVSX (0.27). DFSVX was incepted earlier than MCVSX: DFSVX (32 years) vs MCVSX (14 years). MCVSX is a more actively managed with annual turnover of: 61.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than MCVSX: DFSVX (0) vs MCVSX (2500). DFSVX annual gain was more profitable for investors over the last year : 15.36 vs. MCVSX (-11.95). DFSVX return over 5 years is better than : 55.64 vs. MCVSX (-24.66).
| DFSVX | MCVSX | DFSVX / MCVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 4.061 | 3.058 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.22B | 1,389% |
| Annual Yield % from dividends | 1.44 | 0.27 | 536% |
| Returns for 1 year | 15.36 | -11.95 | -129% |
| Returns for 3 years | 25.00 | -26.51 | -94% |
| Returns for 5 years | 55.64 | -24.66 | -226% |
| Returns for 10 years | 56.32 | -26.38 | -213% |