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DFSVX vs MXLSX
DFSVX vs MXLSX Comparison
Open Charts DFSVX vs MXLSX
DFA US Small Cap Value I
Price$45.14
Change+$0.65 (+1.46%)
VolumeN/A
Net Assets14.99B
Empower Small Cap Value I
Price$36.42
Change+$0.49 (+1.36%)
VolumeN/A
Net Assets481.06M
DFSVX vs MXLSX Comparison Chart
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DFSVX vs. MXLSX commentary
Apr 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 StrongBuy and MXLSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. MXLSX (481M). DFSVX pays higher dividends than MXLSX: DFSVX (1.65) vs MXLSX (0.00). DFSVX was incepted earlier than MXLSX: DFSVX (32 years) vs MXLSX (30 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 : -0.14 vs. MXLSX (-3.49). DFSVX return over 5 years is better than : 148.44 vs. MXLSX (116.55).
| 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 | 30 years | - |
| Gain YTD | -6.586 | -6.530 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 481M | 3,119% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -0.14 | -3.49 | 4% |
| Returns for 3 years | 7.35 | 4.92 | 149% |
| Returns for 5 years | 148.44 | 116.55 | 127% |
| Returns for 10 years | 32.10 | 44.99 | 71% |
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