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DFSVX vs MRVSX
DFSVX vs MRVSX Comparison
Open Charts DFSVX vs MRVSX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Victory Integrity Small-Cap Value R
Price$24.24
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets975.69M
DFSVX vs MRVSX Comparison Chart
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DFSVX vs. MRVSX commentary
May 24, 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 MRVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. MRVSX (976M). DFSVX pays higher dividends than MRVSX: DFSVX (1.75) vs MRVSX (1.50). DFSVX was incepted earlier than MRVSX: DFSVX (32 years) vs MRVSX (14 years). MRVSX (1.98) is less costly to investors than DFSVX (0.31). MRVSX is a more actively managed with annual turnover of: 62.00 vs. DFSVX (12.00). DFSVX (0) and MRVSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -3.63 vs. MRVSX (-22.57). DFSVX return over 5 years is better than : 94.99 vs. MRVSX (13.25).
| DFSVX | MRVSX | DFSVX / MRVSX | |
| Total Expense Ratio | 0.31 | 1.75 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.98 | 16% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -8.573 | -10.666 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 976M | 1,496% |
| Annual Yield % from dividends | 1.75 | 1.50 | 117% |
| Returns for 1 year | -3.63 | -22.57 | 16% |
| Returns for 3 years | 12.64 | -25.33 | -50% |
| Returns for 5 years | 94.99 | 13.25 | 717% |
| Returns for 10 years | 28.61 | -26.04 | -110% |
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