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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Empower Small Cap Value Instl
Price$7.18
Change+$0.10 (+1.41%)
VolumeN/A
Net Assets606.55M
DFSVX vs MXTFX Comparison Chart in %
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DFSVX vs. MXTFX commentary
Sep 07, 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 MXTFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. MXTFX (607M). MXTFX pays higher dividends than DFSVX: MXTFX (1.80) vs DFSVX (1.52). DFSVX was incepted earlier than MXTFX: DFSVX (33 years) vs MXTFX (10 years). MXTFX (0.74) is less costly to investors than DFSVX (0.31). MXTFX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and MXTFX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. MXTFX (3.33). DFSVX return over 5 years is better than : 94.21 vs. MXTFX (31.03).
| DFSVX | MXTFX | DFSVX / MXTFX | |
| Total Expense Ratio | 0.31 | 0.74 | 42% |
| Annual Report Gross Expense Ratio | 0.31 | 0.74 | 42% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 6.765 | 5.744 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 607M | 2,768% |
| Annual Yield % from dividends | 1.52 | 1.80 | 85% |
| Returns for 1 year | 11.40 | 3.33 | 342% |
| Returns for 3 years | 35.36 | 10.56 | 335% |
| Returns for 5 years | 94.21 | 31.03 | 304% |
| Returns for 10 years | 64.86 | -3.49 | -1,857% |
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