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DFSVX vs MXLSX
DFSVX vs MXLSX Comparison
Open Charts DFSVX vs MXLSX
DFA US Small Cap Value I
Price$44.54
Change-$0.29 (-0.65%)
VolumeN/A
Net Assets14.91B
Empower Small Cap Value I
Price$35.91
Change-$0.19 (-0.53%)
VolumeN/A
Net Assets491.19M
DFSVX vs MXLSX Comparison Chart
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DFSVX vs. MXLSX commentary
May 31, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. MXLSX (491M). DFSVX pays higher dividends than MXLSX: DFSVX (1.75) 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 : -1.83 vs. MXLSX (-2.88). DFSVX return over 5 years is better than : 87.83 vs. MXLSX (70.35).
| 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 | -7.828 | -6.087 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 491M | 3,035% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -1.83 | -2.88 | 64% |
| Returns for 3 years | 8.69 | 10.18 | 85% |
| Returns for 5 years | 87.83 | 70.35 | 125% |
| Returns for 10 years | 30.13 | 47.33 | 64% |
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