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DFSVX vs SPVYX
DFSVX vs SPVYX Comparison
Open Charts DFSVX vs SPVYX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
SEI Small Cap Value Y (SIMT)
Price$19.39
Change+$1.52 (+8.51%)
VolumeN/A
Net Assets232.22M
DFSVX vs SPVYX Comparison Chart
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DFSVX vs. SPVYX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 12.7B vs. SPVYX (232M). DFSVX pays higher dividends than SPVYX: DFSVX (1.65) vs SPVYX (1.51). DFSVX was incepted earlier than SPVYX: DFSVX (32 years) vs SPVYX (9 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 : -15.85 vs. SPVYX (-29.24). DFSVX return over 5 years is better than : 73.80 vs. SPVYX (28.09).
| 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 | 9 years | - |
| Gain YTD | -20.700 | -19.039 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 232M | 5,474% |
| Annual Yield % from dividends | 1.65 | 1.51 | 110% |
| Returns for 1 year | -15.85 | -29.24 | 54% |
| Returns for 3 years | -5.38 | -24.61 | 22% |
| Returns for 5 years | 73.80 | 28.09 | 263% |
| Returns for 10 years | 11.58 | N/A | - |
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