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DFSVX vs TVOYX
DFSVX vs TVOYX Comparison
Open Charts DFSVX vs TVOYX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Touchstone Small Cap Value Y
Price$34.37
Change-$2.56 (-6.93%)
VolumeN/A
Net Assets192.08M
DFSVX vs TVOYX Comparison Chart
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DFSVX vs. TVOYX commentary
Apr 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 Hold and TVOYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. TVOYX (192M). DFSVX pays higher dividends than TVOYX: DFSVX (1.65) vs TVOYX (0.59). 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 : 3.71 vs. DFSVX (-0.75). DFSVX return over 5 years is better than : 148.44 vs. TVOYX (134.73).
| 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 | -6.586 | -3.400 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 192M | 7,813% |
| Annual Yield % from dividends | 1.65 | 0.59 | 279% |
| Returns for 1 year | -0.75 | 3.71 | -20% |
| Returns for 3 years | 7.99 | 11.36 | 70% |
| Returns for 5 years | 148.44 | 134.73 | 110% |
| Returns for 10 years | 31.44 | 62.59 | 50% |