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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$48.45
Change+$0.30 (+0.62%)
VolumeN/A
Net Assets15.71B
Empower Small Cap Value Instl
Price$6.59
Change+$0.02 (+0.30%)
VolumeN/A
Net Assets592.66M
DFSVX vs MXTFX Comparison Chart in %
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DFSVX vs. MXTFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. MXTFX (593M). MXTFX pays higher dividends than DFSVX: MXTFX (1.88) vs DFSVX (1.69). DFSVX was incepted earlier than MXTFX: DFSVX (33 years) vs MXTFX (11 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 : -3.14 vs. MXTFX (-10.62). DFSVX return over 5 years is better than : 60.60 vs. MXTFX (4.87).
| 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 | 11 years | - |
| Gain YTD | 1.243 | -3.240 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 593M | 2,648% |
| Annual Yield % from dividends | 1.69 | 1.88 | 90% |
| Returns for 1 year | -3.14 | -10.62 | 30% |
| Returns for 3 years | 17.48 | -5.46 | -320% |
| Returns for 5 years | 60.60 | 4.87 | 1,244% |
| Returns for 10 years | 53.59 | -15.21 | -352% |
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