Ad is loading...
DFSVX vs TVOAX
DFSVX vs TVOAX Comparison
Open Charts DFSVX vs TVOAX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
Touchstone Small Cap Value A
Price$32.94
Change+$0.33 (+1.01%)
VolumeN/A
Net Assets170.73M
DFSVX vs TVOAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. TVOAX commentary
Apr 12, 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 TVOAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. TVOAX (171M). 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 : -5.48 vs. DFSVX (-10.09). DFSVX return over 5 years is better than : 81.60 vs. TVOAX (74.96).
| 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 | -17.140 | -14.116 | 121% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 171M | 7,661% |
| Annual Yield % from dividends | 1.65 | 0.33 | 498% |
| Returns for 1 year | -10.09 | -5.48 | 184% |
| Returns for 3 years | -1.27 | 2.08 | -61% |
| Returns for 5 years | 81.60 | 74.96 | 109% |
| Returns for 10 years | 16.53 | 40.22 | 41% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BNGE | 28.29 | 0.57 | +2.06% |
| First Trust S-Network Strmng & Gmng ETF | |||
| GMAR | 36.20 | 0.40 | +1.12% |
| FT Vest U.S. Eq Mod Buffr ETF - Mar | |||
| EVT | 21.63 | 0.22 | +1.03% |
| Eaton Vance Tax-Advantaged Dividend Income Fund | |||
| FDM | 58.02 | 0.56 | +0.98% |
| First Trust Dow Jones Sel MicroCap ETF | |||
| KRUZ | 30.95 | N/A | N/A |
| Unusual Whales Subversive Rep Trd ETF | |||