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DFSVX vs MSVSX
DFSVX vs MSVSX Comparison
Open Charts DFSVX vs MSVSX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
MassMutual Small Company Val R5
Price$8.81
Change+$0.17 (+1.97%)
VolumeN/A
Net Assets45.45M
DFSVX vs MSVSX Comparison Chart
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DFSVX vs. MSVSX commentary
May 09, 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 MSVSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. MSVSX (45.4M). DFSVX pays higher dividends than MSVSX: DFSVX (1.75) vs MSVSX (1.48). DFSVX was incepted earlier than MSVSX: DFSVX (32 years) vs MSVSX (23 years). MSVSX (1.16) is less costly to investors than DFSVX (0.31). MSVSX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX (0) and MSVSX (0) have matching initial minimum investment requirements. MSVSX annual gain was more profitable for investors over the last year : -3.59 vs. DFSVX (-5.35). DFSVX return over 5 years is better than : 87.98 vs. MSVSX (32.05).
| DFSVX | MSVSX | DFSVX / MSVSX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 1.16 | 27% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -11.305 | -11.499 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 45.4M | 31,278% |
| Annual Yield % from dividends | 1.75 | 1.48 | 118% |
| Returns for 1 year | -5.35 | -3.59 | 149% |
| Returns for 3 years | 7.50 | -13.82 | -54% |
| Returns for 5 years | 87.98 | 32.05 | 274% |
| Returns for 10 years | 25.81 | -36.54 | -71% |
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