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DFSVX vs SPVYX
DFSVX vs SPVYX Comparison
Open Charts DFSVX vs SPVYX
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
SEI Small Cap Value Y (SIMT)
Price$22.55
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets285.02M
DFSVX vs SPVYX Comparison Chart in %
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DFSVX vs. SPVYX commentary
Jul 29, 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 Buy and SPVYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. SPVYX (285M). DFSVX pays higher dividends than SPVYX: DFSVX (1.67) vs SPVYX (1.41). DFSVX was incepted earlier than SPVYX: DFSVX (32 years) vs SPVYX (10 years). SPVYX (0.98) is less costly to investors than DFSVX (0.31). SPVYX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SPVYX: DFSVX (0) vs SPVYX (100000). DFSVX annual gain was more profitable for investors over the last year : -1.06 vs. SPVYX (-15.96). DFSVX return over 5 years is better than : 89.86 vs. SPVYX (38.64).
| DFSVX | SPVYX | DFSVX / SPVYX | |
| Total Expense Ratio | 0.31 | 0.98 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.98 | 32% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 0.901 | 2.408 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 285M | 5,614% |
| Annual Yield % from dividends | 1.67 | 1.41 | 118% |
| Returns for 1 year | -1.06 | -15.96 | 7% |
| Returns for 3 years | 21.70 | -2.47 | -878% |
| Returns for 5 years | 89.86 | 38.64 | 233% |
| Returns for 10 years | 49.11 | N/A | - |
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