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DFSVX vs SVPIX
DFSVX vs SVPIX Comparison
Open Charts DFSVX vs SVPIX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
ProFunds Small Cap Value I
Price$112.11
Change+$0.69 (+0.62%)
VolumeN/A
Net Assets5.24M
DFSVX vs SVPIX Comparison Chart in %
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DFSVX vs. SVPIX commentary
Sep 08, 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 SVPIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. SVPIX (5.24M). DFSVX pays higher dividends than SVPIX: DFSVX (1.52) vs SVPIX (0.92). DFSVX was incepted earlier than SVPIX: DFSVX (33 years) vs SVPIX (24 years). SVPIX (2.37) is less costly to investors than DFSVX (0.31). SVPIX is a more actively managed with annual turnover of: 915.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than SVPIX: DFSVX (0) vs SVPIX (15000). DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. SVPIX (6.51). DFSVX return over 5 years is better than : 94.21 vs. SVPIX (67.01).
| DFSVX | SVPIX | DFSVX / SVPIX | |
| Total Expense Ratio | 0.31 | 1.78 | 17% |
| Annual Report Gross Expense Ratio | 0.31 | 2.37 | 13% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 6.765 | 1.798 | 376% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 5.24M | 320,672% |
| Annual Yield % from dividends | 1.52 | 0.92 | 165% |
| Returns for 1 year | 11.40 | 6.51 | 175% |
| Returns for 3 years | 35.36 | 23.11 | 153% |
| Returns for 5 years | 94.21 | 67.01 | 141% |
| Returns for 10 years | 64.86 | 75.70 | 86% |
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