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DFSVX vs TSLFX
DFSVX vs TSLFX Comparison
Open Charts DFSVX vs TSLFX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Transamerica Small Cap Value R4
Price$4.27
Change-$0.35 (-7.58%)
VolumeN/A
Net Assets78.42M
DFSVX vs TSLFX Comparison Chart
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DFSVX vs. TSLFX commentary
Apr 05, 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 TSLFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. TSLFX (78.4M). DFSVX pays higher dividends than TSLFX: DFSVX (1.65) vs TSLFX (0.69). DFSVX was incepted earlier than TSLFX: DFSVX (32 years) vs TSLFX (22 years). TSLFX (1.22) is less costly to investors than DFSVX (0.31). TSLFX is a more actively managed with annual turnover of: 33.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than TSLFX: DFSVX (0) vs TSLFX (5000). DFSVX annual gain was more profitable for investors over the last year : -0.75 vs. TSLFX (-18.29). DFSVX return over 5 years is better than : 148.44 vs. TSLFX (-12.42).
| DFSVX | TSLFX | DFSVX / TSLFX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.22 | 25% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | -6.586 | -7.229 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 78.4M | 19,133% |
| Annual Yield % from dividends | 1.65 | 0.69 | 241% |
| Returns for 1 year | -0.75 | -18.29 | 4% |
| Returns for 3 years | 7.99 | -34.75 | -23% |
| Returns for 5 years | 148.44 | -12.42 | -1,195% |
| Returns for 10 years | 31.44 | -53.20 | -59% |
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