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DFSVX vs MVSSX
DFSVX vs MVSSX Comparison
Open Charts DFSVX vs MVSSX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Victory Integrity Small-Cap Value R6
Price$28.23
Change-$0.06 (-0.21%)
VolumeN/A
Net Assets975.69M
DFSVX vs MVSSX Comparison Chart
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DFSVX vs. MVSSX commentary
May 23, 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 MVSSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. MVSSX (976M). MVSSX pays higher dividends than DFSVX: MVSSX (1.91) vs DFSVX (1.75). DFSVX was incepted earlier than MVSSX: DFSVX (32 years) vs MVSSX (13 years). MVSSX (0.96) is less costly to investors than DFSVX (0.31). MVSSX is a more actively managed with annual turnover of: 62.00 vs. DFSVX (12.00). DFSVX (0) and MVSSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -3.63 vs. MVSSX (-20.30). DFSVX return over 5 years is better than : 94.99 vs. MVSSX (24.77).
| DFSVX | MVSSX | DFSVX / MVSSX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | -8.573 | -10.361 | 83% |
| 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 | 1.91 | 91% |
| Returns for 1 year | -3.63 | -20.30 | 18% |
| Returns for 3 years | 12.64 | -19.90 | -63% |
| Returns for 5 years | 94.99 | 24.77 | 384% |
| Returns for 10 years | 28.61 | -14.03 | -204% |
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