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DFSVX vs MXLSX
DFSVX vs MXLSX Comparison
Open Charts DFSVX vs MXLSX
DFA US Small Cap Value I
Price$48.77
Change+$0.44 (+0.91%)
VolumeN/A
CapitalizationN/A
Empower Small Cap Value I
Price$38.91
Change+$0.34 (+0.88%)
VolumeN/A
CapitalizationN/A
DFSVX vs MXLSX Comparison Chart
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DFSVX vs. MXLSX commentary
Dec 25, 2024
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: 16.3B vs. MXLSX (487M). 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 : 9.80 vs. MXLSX (5.50). DFSVX return over 5 years is better than : 48.02 vs. MXLSX (40.64).
| 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 | 10.165 | 7.407 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 487M | 3,347% |
| Annual Yield % from dividends | 1.44 | 0.04 | 3,576% |
| Returns for 1 year | 9.80 | 5.50 | 178% |
| Returns for 3 years | 17.58 | 7.60 | 231% |
| Returns for 5 years | 48.02 | 40.64 | 118% |
| Returns for 10 years | 45.74 | 40.40 | 113% |
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