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DFSVX vs STSVX
DFSVX vs STSVX Comparison
Open Charts DFSVX vs STSVX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
BNY Mellon Sm Cp Val I
Price$18.12
Change-$0.82 (-4.33%)
VolumeN/A
CapitalizationN/A
DFSVX vs STSVX Comparison Chart
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DFSVX vs. STSVX commentary
Dec 19, 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 STSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. STSVX (67.3M). DFSVX pays higher dividends than STSVX: DFSVX (1.44) vs STSVX (0.84). DFSVX was incepted earlier than STSVX: DFSVX (32 years) vs STSVX (25 years). STSVX is a more actively managed with annual turnover of: 43.28 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than STSVX: DFSVX (0) vs STSVX (1000). STSVX (16.24) and DFSVX (15.68) have marching annual gain over last year. DFSVX return over 5 years is better than : 52.30 vs. STSVX (11.50).
| DFSVX | STSVX | DFSVX / STSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 13.283 | 14.045 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 67.3M | 25,111% |
| Annual Yield % from dividends | 1.44 | 0.84 | 172% |
| Returns for 1 year | 15.68 | 16.24 | 97% |
| Returns for 3 years | 24.57 | -11.02 | -223% |
| Returns for 5 years | 52.30 | 11.50 | 455% |
| Returns for 10 years | 52.91 | -4.05 | -1,305% |
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