Interact to see
Advertisement
Advertisement
DFSVX vs MSVSX
DFSVX vs MSVSX Comparison
Open Charts DFSVX vs MSVSX
DFA US Small Cap Value I
Price$46.95
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets15.5B
MassMutual Small Company Val R5
Price$9.26
Change+$0.06 (+0.65%)
VolumeN/A
Net Assets43.89M
DFSVX vs MSVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. MSVSX commentary
Aug 08, 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: 15.5B vs. MSVSX (43.9M). DFSVX pays higher dividends than MSVSX: DFSVX (1.64) vs MSVSX (1.35). DFSVX was incepted earlier than MSVSX: DFSVX (32 years) vs MSVSX (24 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 annual gain was more profitable for investors over the last year : 6.11 vs. MSVSX (3.01). DFSVX return over 5 years is better than : 77.41 vs. MSVSX (21.03).
| 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 | 24 years | - |
| Gain YTD | -2.364 | -5.544 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 43.9M | 35,308% |
| Annual Yield % from dividends | 1.64 | 1.35 | 122% |
| Returns for 1 year | 6.11 | 3.01 | 203% |
| Returns for 3 years | 17.54 | -9.69 | -181% |
| Returns for 5 years | 77.41 | 21.03 | 368% |
| Returns for 10 years | 43.95 | -31.46 | -140% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement