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DFSVX vs SESVX
DFSVX vs SESVX Comparison
Open Charts DFSVX vs SESVX
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.56B
SEI Small Cap Value F (SIMT)
Price$20.49
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets264.25M
DFSVX vs SESVX Comparison Chart
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DFSVX vs. SESVX commentary
May 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 Buy and SESVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. SESVX (264M). DFSVX pays higher dividends than SESVX: DFSVX (1.75) vs SESVX (1.27). DFSVX was incepted earlier than SESVX: DFSVX (32 years) vs SESVX (30 years). SESVX (1.23) is less costly to investors than DFSVX (0.31). SESVX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SESVX: DFSVX (0) vs SESVX (100000). DFSVX annual gain was more profitable for investors over the last year : -4.47 vs. SESVX (-18.63). DFSVX return over 5 years is better than : 92.55 vs. SESVX (39.69).
| DFSVX | SESVX | DFSVX / SESVX | |
| Total Expense Ratio | 0.31 | 1.14 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.23 | 25% |
| Fund Existence | 32 years | 30 years | - |
| Gain YTD | -9.153 | -7.230 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 264M | 5,530% |
| Annual Yield % from dividends | 1.75 | 1.27 | 137% |
| Returns for 1 year | -4.47 | -18.63 | 24% |
| Returns for 3 years | 13.88 | -9.01 | -154% |
| Returns for 5 years | 92.55 | 39.69 | 233% |
| Returns for 10 years | 29.01 | -6.55 | -443% |
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