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DFSVX vs SMVIX
DFSVX vs SMVIX Comparison
Open Charts DFSVX vs SMVIX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
SEI Small Cap Value I (SIMT)
Price$22.51
Change+$0.11 (+0.49%)
VolumeN/A
Net Assets300.41M
DFSVX vs SMVIX Comparison Chart
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DFSVX vs. SMVIX commentary
Jan 19, 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: 16.8B vs. SMVIX (300M). 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 : 17.38 vs. SMVIX (-2.98). DFSVX return over 5 years is better than : 51.83 vs. SMVIX (6.14).
| 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 | 2.948 | 2.973 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 300M | 5,600% |
| Annual Yield % from dividends | 1.44 | 0.96 | 151% |
| Returns for 1 year | 17.38 | -2.98 | -583% |
| Returns for 3 years | 16.94 | -12.11 | -140% |
| Returns for 5 years | 51.83 | 6.14 | 844% |
| Returns for 10 years | 57.77 | 6.72 | 859% |
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