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DFSVX vs TVOCX
DFSVX vs TVOCX Comparison
Open Charts DFSVX vs TVOCX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Touchstone Small Cap Value C
Price$35.63
Change-$0.72 (-1.98%)
VolumeN/A
Net Assets200.67M
DFSVX vs TVOCX Comparison Chart
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DFSVX vs. TVOCX commentary
Feb 23, 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 TVOCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. TVOCX (201M). DFSVX pays higher dividends than TVOCX: DFSVX (1.44) vs TVOCX (0.37). DFSVX was incepted earlier than TVOCX: DFSVX (32 years) vs TVOCX (14 years). TVOCX is a more actively managed with annual turnover of: 31.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than TVOCX: DFSVX (0) vs TVOCX (2500). TVOCX (9.50) and DFSVX (9.32) have marching annual gain over last year. DFSVX return over 5 years is better than : 52.23 vs. TVOCX (45.97).
| DFSVX | TVOCX | DFSVX / TVOCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -1.546 | -0.084 | 1,838% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 201M | 7,910% |
| Annual Yield % from dividends | 1.44 | 0.37 | 384% |
| Returns for 1 year | 9.32 | 9.50 | 98% |
| Returns for 3 years | 17.14 | 13.01 | 132% |
| Returns for 5 years | 52.23 | 45.97 | 114% |
| Returns for 10 years | 41.91 | 53.36 | 79% |
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