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DFSVX vs MXLSX
DFSVX vs MXLSX Comparison
Open Charts DFSVX vs MXLSX
DFA US Small Cap Value I
Price$49.93
Change-$0.56 (-1.11%)
VolumeN/A
Net Assets16.88B
Empower Small Cap Value I
Price$39.27
Change-$0.46 (-1.16%)
VolumeN/A
Net Assets525.8M
DFSVX vs MXLSX Comparison Chart
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DFSVX vs. MXLSX commentary
Feb 01, 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 StrongBuy and MXLSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. MXLSX (526M). 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 : 17.34 vs. MXLSX (13.93). DFSVX return over 5 years is better than : 64.95 vs. MXLSX (49.44).
| 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 | 4.082 | 2.523 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 526M | 3,213% |
| Annual Yield % from dividends | 1.44 | 0.04 | 3,576% |
| Returns for 1 year | 17.34 | 13.93 | 124% |
| Returns for 3 years | 23.52 | 15.09 | 156% |
| Returns for 5 years | 64.95 | 49.44 | 131% |
| Returns for 10 years | 57.14 | 71.20 | 80% |
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