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DFSVX vs VMFVX
DFSVX vs VMFVX Comparison
Open Charts DFSVX vs VMFVX
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Mid-Cap 400 Value Idx I
Price$387.99
Change+$3.21 (+0.83%)
VolumeN/A
CapitalizationN/A
DFSVX vs VMFVX Comparison Chart
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DFSVX vs. VMFVX commentary
Dec 23, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. VMFVX (1.12B). 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 : 11.30 vs. DFSVX (9.07). VMFVX return over 5 years is better than : 50.29 vs. DFSVX (46.34).
| 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 | 8.855 | 10.968 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 1.12B | 1,451% |
| Annual Yield % from dividends | 1.44 | 1.53 | 94% |
| Returns for 1 year | 9.07 | 11.30 | 80% |
| Returns for 3 years | 18.23 | 19.26 | 95% |
| Returns for 5 years | 46.34 | 50.29 | 92% |
| Returns for 10 years | 45.16 | 104.56 | 43% |
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