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DFSVX vs VMFVX
DFSVX vs VMFVX Comparison
Open Charts DFSVX vs VMFVX
DFA US Small Cap Value I
Price$45.86
Change-$0.44 (-0.95%)
VolumeN/A
Net Assets15.29B
Vanguard S&P Mid-Cap 400 Value Idx I
Price$381.31
Change+$3.09 (+0.82%)
VolumeN/A
Net Assets993.52M
DFSVX vs VMFVX Comparison Chart in %
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DFSVX vs. VMFVX commentary
Jun 26, 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 VMFVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.3B vs. VMFVX (994M). VMFVX pays higher dividends than DFSVX: VMFVX (1.88) vs DFSVX (1.65). DFSVX was incepted earlier than VMFVX: DFSVX (32 years) vs VMFVX (15 years). DFSVX (0.31) is less costly to investors than VMFVX (0.03). VMFVX is a more actively managed with annual turnover of: 41.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than VMFVX: DFSVX (0) vs VMFVX (5000000). VMFVX annual gain was more profitable for investors over the last year : 7.50 vs. DFSVX (2.84). DFSVX (93.37) and VMFVX (89.29) have equivalent 5 years return.
| DFSVX | VMFVX | DFSVX / VMFVX | |
| Total Expense Ratio | 0.31 | 0.03 | 1,033% |
| Annual Report Gross Expense Ratio | 0.31 | 0.03 | 1,033% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | -5.034 | -1.361 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 994M | 1,539% |
| Annual Yield % from dividends | 1.65 | 1.88 | 88% |
| Returns for 1 year | 2.84 | 7.50 | 38% |
| Returns for 3 years | 22.95 | 27.99 | 82% |
| Returns for 5 years | 93.37 | 89.29 | 105% |
| Returns for 10 years | 32.06 | 93.06 | 34% |
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