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DFSVX vs TDVFX
DFSVX vs TDVFX Comparison
Open Charts DFSVX vs TDVFX
DFA US Small Cap Value I
Price$50.27
Change-$0.42 (-0.83%)
VolumeN/A
Net Assets16.56B
DFSVX vs TDVFX Comparison Chart in %
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DFSVX vs. TDVFX commentary
Sep 27, 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: 16.6B vs. TDVFX (89.6M). DFSVX pays higher dividends than TDVFX: DFSVX (1.52) vs TDVFX (0.41). 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 : 7.73 vs. TDVFX (-6.97). DFSVX return over 5 years is better than : 107.90 vs. TDVFX (53.09).
| 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 | 5.413 | 0.684 | 792% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 89.6M | 18,527% |
| Annual Yield % from dividends | 1.52 | 0.41 | 374% |
| Returns for 1 year | 7.73 | -6.97 | -111% |
| Returns for 3 years | 43.68 | 3.64 | 1,201% |
| Returns for 5 years | 107.90 | 53.09 | 203% |
| Returns for 10 years | 72.46 | 29.00 | 250% |
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