Ad is loading...
DFSVX vs SPVYX
DFSVX vs SPVYX Comparison
Open Charts DFSVX vs SPVYX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
SEI Small Cap Value Y (SIMT)
Price$21.80
Change-$0.50 (-2.24%)
VolumeN/A
Net Assets287.8M
DFSVX vs SPVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. SPVYX commentary
Feb 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: 15.9B vs. SPVYX (288M). DFSVX pays higher dividends than SPVYX: DFSVX (1.44) vs SPVYX (1.35). DFSVX was incepted earlier than SPVYX: DFSVX (32 years) vs SPVYX (9 years). SPVYX is a more actively managed with annual turnover of: 39.00 vs. DFSVX (25.00). 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 : 9.32 vs. SPVYX (-9.25). DFSVX return over 5 years is better than : 52.23 vs. SPVYX (7.48).
| DFSVX | SPVYX | DFSVX / SPVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -1.546 | -1.625 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 288M | 5,521% |
| Annual Yield % from dividends | 1.44 | 1.35 | 107% |
| Returns for 1 year | 9.32 | -9.25 | -101% |
| Returns for 3 years | 17.14 | -10.59 | -162% |
| Returns for 5 years | 52.23 | 7.48 | 698% |
| Returns for 10 years | 41.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers