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DFSVX vs TVOAX
DFSVX vs TVOAX Comparison
Open Charts DFSVX vs TVOAX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Touchstone Small Cap Value A
Price$35.87
Change+$0.54 (+1.53%)
VolumeN/A
Net Assets183.65M
DFSVX vs TVOAX Comparison Chart
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DFSVX vs. TVOAX commentary
May 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 TVOAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. TVOAX (184M). DFSVX pays higher dividends than TVOAX: DFSVX (1.75) vs TVOAX (0.35). DFSVX was incepted earlier than TVOAX: DFSVX (32 years) vs TVOAX (23 years). TVOAX (1.51) is less costly to investors than DFSVX (0.31). TVOAX is a more actively managed with annual turnover of: 41.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than TVOAX: DFSVX (0) vs TVOAX (2500). TVOAX annual gain was more profitable for investors over the last year : 1.06 vs. DFSVX (-3.50). DFSVX return over 5 years is better than : 92.33 vs. TVOAX (84.87).
| DFSVX | TVOAX | DFSVX / TVOAX | |
| Total Expense Ratio | 0.31 | 1.39 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.51 | 21% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -9.256 | -6.953 | 133% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 184M | 7,717% |
| Annual Yield % from dividends | 1.75 | 0.35 | 505% |
| Returns for 1 year | -3.50 | 1.06 | -331% |
| Returns for 3 years | 13.02 | 16.14 | 81% |
| Returns for 5 years | 92.33 | 84.87 | 109% |
| Returns for 10 years | 28.50 | 50.60 | 56% |
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