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DFSVX vs TVOYX
DFSVX vs TVOYX Comparison
Open Charts DFSVX vs TVOYX
DFA US Small Cap Value I
Price$43.33
Change+$1.00 (+2.36%)
VolumeN/A
Net Assets14.06B
Touchstone Small Cap Value Y
Price$35.78
Change+$0.72 (+2.05%)
VolumeN/A
Net Assets181.26M
DFSVX vs TVOYX Comparison Chart
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DFSVX vs. TVOYX commentary
May 04, 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 TVOYX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.1B vs. TVOYX (181M). DFSVX pays higher dividends than TVOYX: DFSVX (1.75) vs TVOYX (0.62). DFSVX was incepted earlier than TVOYX: DFSVX (32 years) vs TVOYX (14 years). TVOYX (1.23) is less costly to investors than DFSVX (0.31). TVOYX is a more actively managed with annual turnover of: 41.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than TVOYX: DFSVX (0) vs TVOYX (2500). TVOYX annual gain was more profitable for investors over the last year : 0.99 vs. DFSVX (-2.40). DFSVX return over 5 years is better than : 96.43 vs. TVOYX (90.36).
| DFSVX | TVOYX | DFSVX / TVOYX | |
| Total Expense Ratio | 0.31 | 1.14 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.23 | 25% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -10.332 | -8.292 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 181M | 7,790% |
| Annual Yield % from dividends | 1.75 | 0.62 | 283% |
| Returns for 1 year | -2.40 | 0.99 | -242% |
| Returns for 3 years | 7.69 | 11.76 | 65% |
| Returns for 5 years | 96.43 | 90.36 | 107% |
| Returns for 10 years | 28.88 | 52.64 | 55% |
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