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DFSVX vs TVOAX
DFSVX vs TVOAX Comparison
Open Charts DFSVX vs TVOAX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Touchstone Small Cap Value A
Price$36.73
Change+$0.47 (+1.30%)
VolumeN/A
Net Assets175.38M
DFSVX vs TVOAX Comparison Chart
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DFSVX vs. TVOAX commentary
Jun 07, 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: 14.8B vs. TVOAX (175M). DFSVX pays higher dividends than TVOAX: DFSVX (1.65) vs TVOAX (0.33). 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 : 4.95 vs. DFSVX (0.94). DFSVX (68.62) and TVOAX (67.84) have equivalent 5 years return.
| 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 | -6.110 | -4.504 | 136% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 175M | 8,457% |
| Annual Yield % from dividends | 1.65 | 0.33 | 497% |
| Returns for 1 year | 0.94 | 4.95 | 19% |
| Returns for 3 years | 7.43 | 11.39 | 65% |
| Returns for 5 years | 68.62 | 67.84 | 101% |
| Returns for 10 years | 33.33 | 51.22 | 65% |
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