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DFSVX vs MSVSX
DFSVX vs MSVSX Comparison
Open Charts DFSVX vs MSVSX
DFA US Small Cap Value I
Price$44.30
Change-$1.17 (-2.57%)
VolumeN/A
Net Assets15.11B
MassMutual Small Company Val R5
Price$8.91
Change-$0.24 (-2.62%)
VolumeN/A
Net Assets62.29M
DFSVX vs MSVSX Comparison Chart
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DFSVX vs. MSVSX commentary
Mar 11, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. MSVSX (62.3M). DFSVX pays higher dividends than MSVSX: DFSVX (1.51) vs MSVSX (1.32). 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 : 2.79 vs. DFSVX (1.80). DFSVX return over 5 years is better than : 75.27 vs. MSVSX (21.30).
| 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 | -6.267 | -6.057 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 62.3M | 24,238% |
| Annual Yield % from dividends | 1.51 | 1.32 | 115% |
| Returns for 1 year | 1.80 | 2.79 | 65% |
| Returns for 3 years | 12.27 | -12.45 | -99% |
| Returns for 5 years | 75.27 | 21.30 | 353% |
| Returns for 10 years | 39.08 | -30.72 | -127% |
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