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DFSVX vs SMVIX
DFSVX vs SMVIX Comparison
Open Charts DFSVX vs SMVIX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
SEI Small Cap Value I (SIMT)
Price$22.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets284.33M
DFSVX vs SMVIX Comparison Chart in %
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DFSVX vs. SMVIX commentary
Nov 20, 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: 15.7B vs. SMVIX (284M). DFSVX pays higher dividends than SMVIX: DFSVX (1.69) vs SMVIX (0.80). DFSVX was incepted earlier than SMVIX: DFSVX (33 years) vs SMVIX (24 years). SMVIX (1.48) is less costly to investors than DFSVX (0.31). SMVIX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). 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 : -3.00 vs. SMVIX (-15.65). DFSVX return over 5 years is better than : 61.32 vs. SMVIX (17.35).
| DFSVX | SMVIX | DFSVX / SMVIX | |
| Total Expense Ratio | 0.31 | 1.33 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.48 | 21% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 1.159 | 4.785 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 284M | 5,528% |
| Annual Yield % from dividends | 1.69 | 0.80 | 211% |
| Returns for 1 year | -3.00 | -15.65 | 19% |
| Returns for 3 years | 17.38 | -1.95 | -893% |
| Returns for 5 years | 61.32 | 17.35 | 353% |
| Returns for 10 years | 53.46 | 5.95 | 899% |
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