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DFSVX vs MXLSX
DFSVX vs MXLSX Comparison
Open Charts DFSVX vs MXLSX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Empower Small Cap Value I
Price$34.11
Change+$0.61 (+1.82%)
VolumeN/A
Net Assets448.66M
DFSVX vs MXLSX Comparison Chart
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DFSVX vs. MXLSX commentary
Apr 25, 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: 13.9B vs. MXLSX (449M). 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 (1.17) 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 : -5.06 vs. MXLSX (-8.67). DFSVX return over 5 years is better than : 101.19 vs. MXLSX (78.24).
| DFSVX | MXLSX | DFSVX / MXLSX | |
| Total Expense Ratio | 0.31 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.17 | 26% |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | -12.795 | -12.851 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 449M | 3,096% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -5.06 | -8.67 | 58% |
| Returns for 3 years | 3.93 | 2.18 | 180% |
| Returns for 5 years | 101.19 | 78.24 | 129% |
| Returns for 10 years | 23.87 | 35.66 | 67% |
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