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DFSVX vs TVOIX
DFSVX vs TVOIX Comparison
Open Charts DFSVX vs TVOIX
DFA US Small Cap Value I
Price$42.33
Change+$0.33 (+0.79%)
VolumeN/A
Net Assets13.94B
Touchstone Small Cap Value Institutional
Price$35.19
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets180.23M
DFSVX vs TVOIX Comparison Chart
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DFSVX vs. TVOIX commentary
May 02, 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 TVOIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. TVOIX (180M). DFSVX pays higher dividends than TVOIX: DFSVX (1.75) vs TVOIX (0.76). DFSVX was incepted earlier than TVOIX: DFSVX (32 years) vs TVOIX (14 years). TVOIX (1.15) is less costly to investors than DFSVX (0.31). TVOIX is a more actively managed with annual turnover of: 41.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than TVOIX: DFSVX (0) vs TVOIX (500000). TVOIX annual gain was more profitable for investors over the last year : 1.74 vs. DFSVX (-3.11). DFSVX (91.90) and TVOIX (90.49) have equivalent 5 years return.
| DFSVX | TVOIX | DFSVX / TVOIX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.15 | 27% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -12.402 | -8.814 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 180M | 7,722% |
| Annual Yield % from dividends | 1.75 | 0.76 | 229% |
| Returns for 1 year | -3.11 | 1.74 | -178% |
| Returns for 3 years | 6.66 | 12.86 | 52% |
| Returns for 5 years | 91.90 | 90.49 | 102% |
| Returns for 10 years | 24.74 | 53.19 | 47% |