Interact to see
Advertisement
Advertisement
DFSVX vs MXLSX
DFSVX vs MXLSX Comparison
Open Charts DFSVX vs MXLSX
DFA US Small Cap Value I
Price$45.44
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets14.99B
Empower Small Cap Value I
Price$36.41
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets500.67M
DFSVX vs MXLSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. MXLSX commentary
Jun 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 Buy and MXLSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. MXLSX (501M). DFSVX pays higher dividends than MXLSX: DFSVX (1.65) vs MXLSX (0.00). DFSVX was incepted earlier than MXLSX: DFSVX (32 years) vs MXLSX (31 years). MXLSX (1.15) is less costly to investors than DFSVX (0.31). MXLSX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and MXLSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 2.71 vs. MXLSX (0.00). DFSVX return over 5 years is better than : 87.42 vs. MXLSX (70.49).
| DFSVX | MXLSX | DFSVX / MXLSX | |
| Total Expense Ratio | 0.31 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.15 | 27% |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | -5.966 | -5.281 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 501M | 2,994% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 2.71 | 0.00 | - |
| Returns for 3 years | 23.73 | 23.26 | 102% |
| Returns for 5 years | 87.42 | 70.49 | 124% |
| Returns for 10 years | 29.42 | 44.42 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers