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DFSVX vs TVOIX
DFSVX vs TVOIX Comparison
Open Charts DFSVX vs TVOIX
DFA US Small Cap Value I
Price$50.68
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.62B
Touchstone Small Cap Value Institutional
Price$40.82
Change+$0.09 (+0.22%)
VolumeN/A
Net Assets187.35M
DFSVX vs TVOIX Comparison Chart in %
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DFSVX vs. TVOIX commentary
Aug 27, 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 TVOIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. TVOIX (187M). DFSVX pays higher dividends than TVOIX: DFSVX (1.64) vs TVOIX (0.70). DFSVX was incepted earlier than TVOIX: DFSVX (33 years) vs TVOIX (15 years). TVOIX (1.13) 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 : 7.56 vs. DFSVX (6.00). TVOIX (91.40) and DFSVX (90.35) have equivalent 5 years return.
| DFSVX | TVOIX | DFSVX / TVOIX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.13 | 27% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 5.392 | 6.206 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 187M | 8,877% |
| Annual Yield % from dividends | 1.64 | 0.70 | 234% |
| Returns for 1 year | 6.00 | 7.56 | 79% |
| Returns for 3 years | 25.52 | 27.12 | 94% |
| Returns for 5 years | 90.35 | 91.40 | 99% |
| Returns for 10 years | 63.09 | 99.06 | 64% |
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