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DFSVX vs TVOIX
DFSVX vs TVOIX Comparison
Open Charts DFSVX vs TVOIX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Touchstone Small Cap Value Institutional
Price$38.50
Change-$1.48 (-3.70%)
VolumeN/A
CapitalizationN/A
DFSVX vs TVOIX Comparison Chart
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DFSVX vs. TVOIX commentary
Dec 19, 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 Buy and TVOIX is a Sell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. TVOIX (212M). DFSVX pays higher dividends than TVOIX: DFSVX (1.44) vs TVOIX (0.59). DFSVX was incepted earlier than TVOIX: DFSVX (32 years) vs TVOIX (14 years). TVOIX is a more actively managed with annual turnover of: 31.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than TVOIX: DFSVX (0) vs TVOIX (500000). TVOIX (16.08) and DFSVX (15.68) have marching annual gain over last year. TVOIX return over 5 years is better than : 56.64 vs. DFSVX (52.30).
| DFSVX | TVOIX | DFSVX / TVOIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 13.283 | 13.936 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 212M | 7,972% |
| Annual Yield % from dividends | 1.44 | 0.59 | 245% |
| Returns for 1 year | 15.68 | 16.08 | 97% |
| Returns for 3 years | 24.57 | 20.15 | 122% |
| Returns for 5 years | 52.30 | 56.64 | 92% |
| Returns for 10 years | 52.91 | 78.41 | 67% |