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DFSVX vs MXTFX
DFSVX vs MXTFX Comparison
Open Charts DFSVX vs MXTFX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Empower Small Cap Value Instl
Price$7.02
Change+$0.06 (+0.86%)
VolumeN/A
Net Assets508M
DFSVX vs MXTFX Comparison Chart
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DFSVX vs. MXTFX commentary
Jan 31, 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 StrongBuy and MXTFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. MXTFX (508M). 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 : 17.34 vs. MXTFX (8.94). DFSVX return over 5 years is better than : 64.95 vs. MXTFX (9.20).
| 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 | 4.082 | 2.504 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 508M | 3,327% |
| Annual Yield % from dividends | 1.44 | 2.76 | 52% |
| Returns for 1 year | 17.34 | 8.94 | 194% |
| Returns for 3 years | 23.52 | -8.47 | -278% |
| Returns for 5 years | 64.95 | 9.20 | 706% |
| Returns for 10 years | 57.14 | N/A | - |
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