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DFSVX vs TVOCX
DFSVX vs TVOCX Comparison
Open Charts DFSVX vs TVOCX
DFA US Small Cap Value I
Price$48.33
Change+$0.14 (+0.29%)
VolumeN/A
CapitalizationN/A
Touchstone Small Cap Value C
Price$35.63
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs TVOCX Comparison Chart
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DFSVX vs. TVOCX commentary
Dec 25, 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 Hold and TVOCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. TVOCX (204M). 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). DFSVX (8.81) and TVOCX (8.72) have marching annual gain over last year. DFSVX return over 5 years is better than : 46.64 vs. TVOCX (42.48).
| 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 | 9.171 | 8.694 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 204M | 7,990% |
| Annual Yield % from dividends | 1.44 | 0.37 | 384% |
| Returns for 1 year | 8.81 | 8.72 | 101% |
| Returns for 3 years | 16.52 | 9.73 | 170% |
| Returns for 5 years | 46.64 | 42.48 | 110% |
| Returns for 10 years | 44.42 | 51.58 | 86% |