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DFSVX vs SPVYX
DFSVX vs SPVYX Comparison
Open Charts DFSVX vs SPVYX
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
SEI Small Cap Value Y (SIMT)
Price$22.15
Change+$0.14 (+0.64%)
VolumeN/A
CapitalizationN/A
DFSVX vs SPVYX Comparison Chart
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DFSVX vs. SPVYX commentary
Dec 23, 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 Buy and SPVYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. SPVYX (291M). 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 : 9.07 vs. SPVYX (-8.83). DFSVX return over 5 years is better than : 46.34 vs. SPVYX (6.06).
| 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 | 8.855 | -9.041 | -98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 291M | 5,601% |
| Annual Yield % from dividends | 1.44 | 1.35 | 107% |
| Returns for 1 year | 9.07 | -8.83 | -103% |
| Returns for 3 years | 18.23 | -10.04 | -182% |
| Returns for 5 years | 46.34 | 6.06 | 765% |
| Returns for 10 years | 45.16 | N/A | - |
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