Interact to see
Advertisement
Advertisement
DFSVX vs MMVFX
DFSVX vs MMVFX Comparison
Open Charts DFSVX vs MMVFX
DFA US Small Cap Value I
Price$44.54
Change-$0.29 (-0.65%)
VolumeN/A
Net Assets14.91B
MassMutual Small Company Value R4
Price$7.79
Change-$0.06 (-0.76%)
VolumeN/A
Net Assets46.21M
DFSVX vs MMVFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. MMVFX commentary
May 31, 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 MMVFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. MMVFX (46.2M). DFSVX pays higher dividends than MMVFX: DFSVX (1.75) vs MMVFX (0.75). DFSVX was incepted earlier than MMVFX: DFSVX (32 years) vs MMVFX (11 years). MMVFX (1.51) is less costly to investors than DFSVX (0.31). MMVFX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX (0) and MMVFX (0) have matching initial minimum investment requirements. MMVFX annual gain was more profitable for investors over the last year : -1.04 vs. DFSVX (-1.83). DFSVX return over 5 years is better than : 87.83 vs. MMVFX (23.34).
| DFSVX | MMVFX | DFSVX / MMVFX | |
| Total Expense Ratio | 0.31 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.51 | 21% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -7.828 | -8.995 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 46.2M | 32,251% |
| Annual Yield % from dividends | 1.75 | 0.75 | 234% |
| Returns for 1 year | -1.83 | -1.04 | 177% |
| Returns for 3 years | 8.69 | -16.36 | -53% |
| Returns for 5 years | 87.83 | 23.34 | 376% |
| Returns for 10 years | 30.13 | -42.26 | -71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement