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DFSVX vs TDVFX
DFSVX vs TDVFX Comparison
Open Charts DFSVX vs TDVFX
DFA US Small Cap Value I
Price$47.28
Change-$1.24 (-2.56%)
VolumeN/A
Net Assets16.06B
DFSVX vs TDVFX Comparison Chart in %
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DFSVX vs. TDVFX commentary
Jul 16, 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 Hold and TDVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. TDVFX (90.5M). DFSVX pays higher dividends than TDVFX: DFSVX (1.67) vs TDVFX (0.43). 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 : 0.91 vs. TDVFX (-11.39). DFSVX return over 5 years is better than : 90.88 vs. TDVFX (51.86).
| 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 | -1.678 | -0.311 | 540% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 90.5M | 17,790% |
| Annual Yield % from dividends | 1.67 | 0.43 | 392% |
| Returns for 1 year | 0.91 | -11.39 | -8% |
| Returns for 3 years | 29.99 | -5.57 | -538% |
| Returns for 5 years | 90.88 | 51.86 | 175% |
| Returns for 10 years | 41.52 | 4.83 | 860% |
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