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DFSVX vs SPVYX
DFSVX vs SPVYX Comparison
Open Charts DFSVX vs SPVYX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
SEI Small Cap Value Y (SIMT)
Price$20.63
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets264.89M
DFSVX vs SPVYX Comparison Chart
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DFSVX vs. SPVYX commentary
May 23, 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 SPVYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. SPVYX (265M). DFSVX pays higher dividends than SPVYX: DFSVX (1.75) vs SPVYX (1.53). 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 : -3.63 vs. SPVYX (-17.43). DFSVX return over 5 years is better than : 94.99 vs. SPVYX (42.66).
| 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 | -8.573 | -6.489 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 265M | 5,509% |
| Annual Yield % from dividends | 1.75 | 1.53 | 114% |
| Returns for 1 year | -3.63 | -17.43 | 21% |
| Returns for 3 years | 12.64 | -9.00 | -140% |
| Returns for 5 years | 94.99 | 42.66 | 223% |
| Returns for 10 years | 28.61 | N/A | - |
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