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DFSVX vs TDVFX
DFSVX vs TDVFX Comparison
Open Charts DFSVX vs TDVFX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
DFSVX vs TDVFX Comparison Chart in %
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DFSVX vs. TDVFX commentary
Oct 19, 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 TDVFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. TDVFX (88.4M). DFSVX pays higher dividends than TDVFX: DFSVX (1.66) vs TDVFX (0.40). DFSVX was incepted earlier than TDVFX: DFSVX (33 years) vs TDVFX (14 years). TDVFX (1.15) is less costly to investors than DFSVX (0.31). TDVFX is a more actively managed with annual turnover of: 56.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than TDVFX: DFSVX (0) vs TDVFX (5000). DFSVX annual gain was more profitable for investors over the last year : 0.38 vs. TDVFX (-12.55). DFSVX return over 5 years is better than : 80.47 vs. TDVFX (30.00).
| DFSVX | TDVFX | DFSVX / TDVFX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.15 | 27% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 2.475 | -0.373 | -664% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 88.4M | 17,986% |
| Annual Yield % from dividends | 1.66 | 0.40 | 415% |
| Returns for 1 year | 0.38 | -12.55 | -3% |
| Returns for 3 years | 28.43 | -8.14 | -349% |
| Returns for 5 years | 80.47 | 30.00 | 268% |
| Returns for 10 years | 55.60 | 12.52 | 444% |