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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Empower Small Cap Value Instl
Price$6.30
Change+$0.13 (+2.11%)
VolumeN/A
Net Assets469.74M
DFSVX vs MXTFX Comparison Chart
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DFSVX vs. MXTFX commentary
May 09, 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: 14.2B vs. MXTFX (470M). MXTFX pays higher dividends than DFSVX: MXTFX (2.10) vs DFSVX (1.75). DFSVX was incepted earlier than MXTFX: DFSVX (32 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 : -3.50 vs. MXTFX (-10.82). DFSVX return over 5 years is better than : 92.33 vs. MXTFX (25.22).
| DFSVX | MXTFX | DFSVX / MXTFX | |
| Total Expense Ratio | 0.31 | 0.74 | 42% |
| Annual Report Gross Expense Ratio | 0.31 | 0.74 | 42% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -9.256 | -9.131 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 470M | 3,021% |
| Annual Yield % from dividends | 1.75 | 2.10 | 83% |
| Returns for 1 year | -3.50 | -10.82 | 32% |
| Returns for 3 years | 13.02 | -10.43 | -125% |
| Returns for 5 years | 92.33 | 25.22 | 366% |
| Returns for 10 years | 28.50 | -24.51 | -116% |
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