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DFSVX vs TVOAX
DFSVX vs TVOAX Comparison
Open Charts DFSVX vs TVOAX
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
Touchstone Small Cap Value A
Price$40.99
Change+$0.61 (+1.51%)
VolumeN/A
CapitalizationN/A
DFSVX vs TVOAX Comparison Chart
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DFSVX vs. TVOAX commentary
Nov 23, 2024
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 TVOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. TVOAX (222M). DFSVX pays higher dividends than TVOAX: DFSVX (1.44) vs TVOAX (0.50). DFSVX was incepted earlier than TVOAX: DFSVX (32 years) vs TVOAX (23 years). TVOAX is a more actively managed with annual turnover of: 31.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than TVOAX: DFSVX (0) vs TVOAX (2500). TVOAX (30.31) and DFSVX (29.64) have marching annual gain over last year. TVOAX (66.85) and DFSVX (64.24) have equivalent 5 years return.
| DFSVX | TVOAX | DFSVX / TVOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 18.345 | 17.991 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 222M | 7,928% |
| Annual Yield % from dividends | 1.44 | 0.50 | 285% |
| Returns for 1 year | 29.64 | 30.31 | 98% |
| Returns for 3 years | 11.71 | 16.38 | 72% |
| Returns for 5 years | 64.24 | 66.85 | 96% |
| Returns for 10 years | 50.67 | 69.84 | 73% |
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