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DFSVX vs SMVSX
DFSVX vs SMVSX Comparison
Open Charts DFSVX vs SMVSX
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value R6
Price$29.70
Change+$0.34 (+1.16%)
VolumeN/A
CapitalizationN/A
DFSVX vs SMVSX Comparison Chart
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DFSVX vs. SMVSX commentary
Nov 23, 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 SMVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. SMVSX (6.49B). DFSVX pays higher dividends than SMVSX: DFSVX (1.44) vs SMVSX (0.70). DFSVX was incepted earlier than SMVSX: DFSVX (32 years) vs SMVSX (8 years). SMVSX is a more actively managed with annual turnover of: 51.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than SMVSX: DFSVX (0) vs SMVSX (1000000). SMVSX annual gain was more profitable for investors over the last year : 39.79 vs. DFSVX (27.42). SMVSX return over 5 years is better than : 101.38 vs. DFSVX (61.43).
| DFSVX | SMVSX | DFSVX / SMVSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 16.319 | 30.955 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 6.49B | 271% |
| Annual Yield % from dividends | 1.44 | 0.70 | 205% |
| Returns for 1 year | 27.42 | 39.79 | 69% |
| Returns for 3 years | 10.57 | 26.95 | 39% |
| Returns for 5 years | 61.43 | 101.38 | 61% |
| Returns for 10 years | 48.14 | N/A | - |
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