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DFSVX vs SMVSX
DFSVX vs SMVSX Comparison
Open Charts DFSVX vs SMVSX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value R6
Price$26.54
Change-$0.10 (-0.38%)
VolumeN/A
CapitalizationN/A
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VS
VS
DFSVX vs SMVSX Comparison Chart
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DFSVX vs. SMVSX 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 StrongBuy and SMVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. SMVSX (5.62B). 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 : 29.11 vs. DFSVX (22.84). SMVSX return over 5 years is better than : 88.36 vs. DFSVX (55.21).
| 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 | 8.788 | 18.376 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 5.62B | 297% |
| Annual Yield % from dividends | 1.44 | 0.70 | 205% |
| Returns for 1 year | 22.84 | 29.11 | 78% |
| Returns for 3 years | 17.09 | 29.45 | 58% |
| Returns for 5 years | 55.21 | 88.36 | 62% |
| Returns for 10 years | 44.49 | N/A | - |
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