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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Empower Small Cap Value Instl
Price$7.45
Change-$0.09 (-1.19%)
VolumeN/A
CapitalizationN/A
DFSVX vs MXTFX Comparison Chart
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DFSVX vs. MXTFX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. MXTFX (518M). 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 : 15.68 vs. MXTFX (4.23). DFSVX return over 5 years is better than : 52.30 vs. MXTFX (10.62).
| 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 | 13.283 | 11.538 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 518M | 3,320% |
| Annual Yield % from dividends | 1.44 | 2.76 | 52% |
| Returns for 1 year | 15.68 | 4.23 | 371% |
| Returns for 3 years | 24.57 | -10.20 | -241% |
| Returns for 5 years | 52.30 | 10.62 | 493% |
| Returns for 10 years | 52.91 | N/A | - |
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