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DFSVX vs TDVFX
DFSVX vs TDVFX Comparison
Open Charts DFSVX vs TDVFX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
DFSVX vs TDVFX Comparison Chart
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DFSVX vs. TDVFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. TDVFX (86.2M). DFSVX pays higher dividends than TDVFX: DFSVX (1.44) vs TDVFX (0.69). DFSVX was incepted earlier than TDVFX: DFSVX (32 years) vs TDVFX (13 years). TDVFX is a more actively managed with annual turnover of: 58.00 vs. DFSVX (25.00). 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 : 9.32 vs. TDVFX (-20.32). DFSVX return over 5 years is better than : 52.23 vs. TDVFX (16.75).
| DFSVX | TDVFX | DFSVX / TDVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | -1.546 | -2.859 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 86.2M | 18,445% |
| Annual Yield % from dividends | 1.44 | 0.69 | 209% |
| Returns for 1 year | 9.32 | -20.32 | -46% |
| Returns for 3 years | 17.14 | -13.85 | -124% |
| Returns for 5 years | 52.23 | 16.75 | 312% |
| Returns for 10 years | 41.91 | -1.38 | -3,041% |
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