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DFSVX vs TDVFX
DFSVX vs TDVFX Comparison
Open Charts DFSVX vs TDVFX
DFA US Small Cap Value I
Price$46.95
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets15.47B
DFSVX vs TDVFX Comparison Chart in %
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DFSVX vs. TDVFX commentary
Aug 09, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. TDVFX (82.5M). DFSVX pays higher dividends than TDVFX: DFSVX (1.64) 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 : 6.11 vs. TDVFX (-12.69). DFSVX return over 5 years is better than : 77.41 vs. TDVFX (32.56).
| 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 | -2.364 | -9.074 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 82.5M | 18,788% |
| Annual Yield % from dividends | 1.64 | 0.43 | 380% |
| Returns for 1 year | 6.11 | -12.69 | -48% |
| Returns for 3 years | 17.54 | -20.66 | -85% |
| Returns for 5 years | 77.41 | 32.56 | 238% |
| Returns for 10 years | 43.95 | -2.52 | -1,742% |
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