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DFSVX vs SMVIX
DFSVX vs SMVIX Comparison
Open Charts DFSVX vs SMVIX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
SEI Small Cap Value I (SIMT)
Price$26.29
Change-$0.35 (-1.31%)
VolumeN/A
CapitalizationN/A
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DFSVX vs SMVIX Comparison Chart
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DFSVX vs. SMVIX commentary
Sep 21, 2024
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 SMVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. SMVIX (371M). 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 : 19.84 vs. SMVIX (17.76). DFSVX return over 5 years is better than : 53.86 vs. SMVIX (32.80).
| 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 | 7.846 | 7.636 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 371M | 4,501% |
| Annual Yield % from dividends | 1.44 | 0.96 | 151% |
| Returns for 1 year | 19.84 | 17.76 | 112% |
| Returns for 3 years | 13.38 | 0.83 | 1,608% |
| Returns for 5 years | 53.86 | 32.80 | 164% |
| Returns for 10 years | 39.64 | 11.65 | 340% |
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