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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.34B
Empower Small Cap Value Instl
Price$5.85
Change+$0.05 (+0.86%)
VolumeN/A
Net Assets438.45M
DFSVX vs MXTFX Comparison Chart
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DFSVX vs. MXTFX commentary
Apr 18, 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: 13.3B vs. MXTFX (438M). MXTFX pays higher dividends than DFSVX: MXTFX (2.01) vs DFSVX (1.65). 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 : -5.30 vs. MXTFX (-11.71). DFSVX return over 5 years is better than : 92.30 vs. MXTFX (27.68).
| 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 | -16.002 | -13.991 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 438M | 3,037% |
| Annual Yield % from dividends | 1.65 | 2.01 | 82% |
| Returns for 1 year | -5.30 | -11.71 | 45% |
| Returns for 3 years | -1.94 | -21.05 | 9% |
| Returns for 5 years | 92.30 | 27.68 | 334% |
| Returns for 10 years | 18.26 | N/A | - |
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