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DFSVX vs SMVIX
DFSVX vs SMVIX Comparison
Open Charts DFSVX vs SMVIX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
SEI Small Cap Value I (SIMT)
Price$21.49
Change-$0.49 (-2.23%)
VolumeN/A
Net Assets287.8M
DFSVX vs SMVIX Comparison Chart
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DFSVX vs. SMVIX commentary
Feb 23, 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 SMVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. SMVIX (288M). DFSVX pays higher dividends than SMVIX: DFSVX (1.44) vs SMVIX (0.96). DFSVX was incepted earlier than SMVIX: DFSVX (32 years) vs SMVIX (23 years). SMVIX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than SMVIX: DFSVX (0) vs SMVIX (100000). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. SMVIX (-9.87). DFSVX return over 5 years is better than : 52.23 vs. SMVIX (4.55).
| DFSVX | SMVIX | DFSVX / SMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -1.546 | -1.693 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 288M | 5,521% |
| Annual Yield % from dividends | 1.44 | 0.96 | 151% |
| Returns for 1 year | 9.32 | -9.87 | -94% |
| Returns for 3 years | 17.14 | -12.13 | -141% |
| Returns for 5 years | 52.23 | 4.55 | 1,148% |
| Returns for 10 years | 41.91 | -3.27 | -1,281% |
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