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DFSVX vs VMFVX
DFSVX vs VMFVX Comparison
Open Charts DFSVX vs VMFVX
DFA US Small Cap Value I
Price$50.48
Change+$0.54 (+1.08%)
VolumeN/A
Net Assets16.76B
Vanguard S&P Mid-Cap 400 Value Idx I
Price$402.28
Change+$5.57 (+1.40%)
VolumeN/A
Net Assets1.04B
DFSVX vs VMFVX Comparison Chart
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DFSVX vs. VMFVX commentary
Jan 22, 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 VMFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. VMFVX (1.04B). VMFVX pays higher dividends than DFSVX: VMFVX (1.53) vs DFSVX (1.44). DFSVX was incepted earlier than VMFVX: DFSVX (32 years) vs VMFVX (14 years). VMFVX is a more actively managed with annual turnover of: 43.00 vs. DFSVX (25.00). 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 : 17.20 vs. DFSVX (15.36). VMFVX (56.08) and DFSVX (55.64) have equivalent 5 years return.
| DFSVX | VMFVX | DFSVX / VMFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 4.061 | 4.913 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.04B | 1,622% |
| Annual Yield % from dividends | 1.44 | 1.53 | 94% |
| Returns for 1 year | 15.36 | 17.20 | 89% |
| Returns for 3 years | 25.00 | 25.93 | 96% |
| Returns for 5 years | 55.64 | 56.08 | 99% |
| Returns for 10 years | 56.32 | 117.03 | 48% |
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