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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$48.99
Change+$0.46 (+0.95%)
VolumeN/A
Net Assets16.18B
Empower Small Cap Value Instl
Price$6.88
Change+$0.04 (+0.58%)
VolumeN/A
Net Assets562.9M
DFSVX vs MXTFX Comparison Chart in %
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DFSVX vs. MXTFX commentary
Jul 11, 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 Hold and MXTFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. MXTFX (563M). MXTFX pays higher dividends than DFSVX: MXTFX (1.93) vs DFSVX (1.67). 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 : 10.47 vs. MXTFX (0.57). DFSVX return over 5 years is better than : 108.11 vs. MXTFX (34.57).
| 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 | 1.878 | 0.736 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 563M | 2,877% |
| Annual Yield % from dividends | 1.67 | 1.93 | 86% |
| Returns for 1 year | 10.47 | 0.57 | 1,835% |
| Returns for 3 years | 35.62 | 4.02 | 886% |
| Returns for 5 years | 108.11 | 34.57 | 313% |
| Returns for 10 years | 45.28 | -16.55 | -274% |
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