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DFSVX vs TVOIX
DFSVX vs TVOIX Comparison
Open Charts DFSVX vs TVOIX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Touchstone Small Cap Value Institutional
Price$39.86
Change+$0.47 (+1.19%)
VolumeN/A
Net Assets207.1M
DFSVX vs TVOIX Comparison Chart
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DFSVX vs. TVOIX commentary
Jan 31, 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 StrongBuy and TVOIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. TVOIX (207M). 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). DFSVX (17.34) and TVOIX (17.07) have marching annual gain over last year. DFSVX (64.95) and TVOIX (63.08) have equivalent 5 years return.
| 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 | 4.082 | 2.712 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 207M | 8,164% |
| Annual Yield % from dividends | 1.44 | 0.59 | 245% |
| Returns for 1 year | 17.34 | 17.07 | 102% |
| Returns for 3 years | 23.52 | 19.12 | 123% |
| Returns for 5 years | 64.95 | 63.08 | 103% |
| Returns for 10 years | 57.14 | 85.95 | 66% |
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