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DFSVX vs MSVSX
DFSVX vs MSVSX Comparison
Open Charts DFSVX vs MSVSX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
MassMutual Small Company Val R5
Price$8.35
Change+$0.70 (+9.15%)
VolumeN/A
Net Assets40.17M
DFSVX vs MSVSX Comparison Chart
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DFSVX vs. MSVSX commentary
Apr 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: 12.7B vs. MSVSX (40.2M). DFSVX pays higher dividends than MSVSX: DFSVX (1.65) vs MSVSX (1.41). 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. DFSVX (-15.85) and MSVSX (-16.38) have marching annual gain over last year. DFSVX return over 5 years is better than : 73.80 vs. MSVSX (19.86).
| 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 | -20.700 | -21.458 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 40.2M | 31,592% |
| Annual Yield % from dividends | 1.65 | 1.41 | 118% |
| Returns for 1 year | -15.85 | -16.38 | 97% |
| Returns for 3 years | -5.38 | -26.11 | 21% |
| Returns for 5 years | 73.80 | 19.86 | 372% |
| Returns for 10 years | 11.58 | -44.60 | -26% |
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