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DFSVX vs SESVX
DFSVX vs SESVX Comparison
Open Charts DFSVX vs SESVX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
SEI Small Cap Value F (SIMT)
Price$19.36
Change-$1.66 (-7.90%)
VolumeN/A
Net Assets273.06M
DFSVX vs SESVX Comparison Chart
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DFSVX vs. SESVX commentary
Apr 04, 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 SESVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. SESVX (273M). DFSVX pays higher dividends than SESVX: DFSVX (1.65) vs SESVX (1.25). 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 : -0.75 vs. SESVX (-17.17). DFSVX return over 5 years is better than : 148.44 vs. SESVX (81.42).
| 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 | -6.586 | -5.144 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 273M | 5,495% |
| Annual Yield % from dividends | 1.65 | 1.25 | 132% |
| Returns for 1 year | -0.75 | -17.17 | 4% |
| Returns for 3 years | 7.99 | -15.24 | -52% |
| Returns for 5 years | 148.44 | 81.42 | 182% |
| Returns for 10 years | 31.44 | -6.98 | -450% |
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