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DFSVX vs TDVFX
DFSVX vs TDVFX Comparison
Open Charts DFSVX vs TDVFX
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.77B
DFSVX vs TDVFX Comparison Chart
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DFSVX vs. TDVFX commentary
Jun 07, 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: 14.8B vs. TDVFX (81M). DFSVX pays higher dividends than TDVFX: DFSVX (1.65) vs TDVFX (0.44). DFSVX was incepted earlier than TDVFX: DFSVX (32 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 : -0.92 vs. TDVFX (-24.57). DFSVX return over 5 years is better than : 66.28 vs. TDVFX (30.39).
| DFSVX | TDVFX | DFSVX / TDVFX | |
| Total Expense Ratio | 0.31 | 1.15 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.15 | 27% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -7.414 | -10.566 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 81M | 18,272% |
| Annual Yield % from dividends | 1.65 | 0.44 | 370% |
| Returns for 1 year | -0.92 | -24.57 | 4% |
| Returns for 3 years | 7.11 | -28.30 | -25% |
| Returns for 5 years | 66.28 | 30.39 | 218% |
| Returns for 10 years | 31.37 | -12.13 | -259% |
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