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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Empower Small Cap Value Instl
Price$7.48
Change-$0.07 (-0.93%)
VolumeN/A
CapitalizationN/A
DFSVX vs MXTFX Comparison Chart
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DFSVX vs. MXTFX commentary
Nov 18, 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 Buy and MXTFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. MXTFX (508M). MXTFX pays higher dividends than DFSVX: MXTFX (2.76) vs DFSVX (1.44). DFSVX was incepted earlier than MXTFX: DFSVX (32 years) vs MXTFX (10 years). MXTFX is a more actively managed with annual turnover of: 74.00 vs. DFSVX (25.00). DFSVX (0) and MXTFX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. MXTFX (13.36). DFSVX return over 5 years is better than : 56.90 vs. MXTFX (13.14).
| DFSVX | MXTFX | DFSVX / MXTFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 14.541 | 10.651 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 508M | 3,425% |
| Annual Yield % from dividends | 1.44 | 2.76 | 52% |
| Returns for 1 year | 26.86 | 13.36 | 201% |
| Returns for 3 years | 7.13 | -16.92 | -42% |
| Returns for 5 years | 56.90 | 13.14 | 433% |
| Returns for 10 years | 48.27 | N/A | - |
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