Ad is loading...
DFSVX vs MXLSX
DFSVX vs MXLSX Comparison
Open Charts DFSVX vs MXLSX
DFA US Small Cap Value I
Price$46.13
Change-$1.17 (-2.47%)
VolumeN/A
Net Assets15.73B
Empower Small Cap Value I
Price$37.65
Change+$0.25 (+0.67%)
VolumeN/A
Net Assets499.56M
DFSVX vs MXLSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. MXLSX commentary
Mar 04, 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 MXLSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. MXLSX (500M). DFSVX pays higher dividends than MXLSX: DFSVX (1.44) vs MXLSX (0.04). DFSVX was incepted earlier than MXLSX: DFSVX (32 years) vs MXLSX (30 years). MXLSX is a more actively managed with annual turnover of: 74.00 vs. DFSVX (25.00). DFSVX (0) and MXLSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 7.15 vs. MXLSX (4.93). DFSVX return over 5 years is better than : 73.21 vs. MXLSX (59.48).
| DFSVX | MXLSX | DFSVX / MXLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 30 years | - |
| Gain YTD | -2.494 | -2.055 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 500M | 3,140% |
| Annual Yield % from dividends | 1.44 | 0.04 | 3,576% |
| Returns for 1 year | 7.15 | 4.93 | 145% |
| Returns for 3 years | 16.04 | 12.41 | 129% |
| Returns for 5 years | 73.21 | 59.48 | 123% |
| Returns for 10 years | 40.78 | 55.87 | 73% |
View a ticker or compare two or three
VS
VS
Ad is loading...