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DFSVX vs VMFVX
DFSVX vs VMFVX Comparison
Open Charts DFSVX vs VMFVX
DFA US Small Cap Value I
Price$50.27
Change-$0.42 (-0.83%)
VolumeN/A
Net Assets16.56B
Vanguard S&P Mid-Cap 400 Value Idx I
Price$400.22
Change-$2.63 (-0.65%)
VolumeN/A
Net Assets1.18B
DFSVX vs VMFVX Comparison Chart in %
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DFSVX vs. VMFVX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. VMFVX (1.18B). VMFVX pays higher dividends than DFSVX: VMFVX (1.71) vs DFSVX (1.52). DFSVX was incepted earlier than VMFVX: DFSVX (33 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). DFSVX annual gain was more profitable for investors over the last year : 7.73 vs. VMFVX (6.45). DFSVX return over 5 years is better than : 107.90 vs. VMFVX (98.97).
| 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 | 33 years | 15 years | - |
| Gain YTD | 5.413 | 5.062 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.18B | 1,412% |
| Annual Yield % from dividends | 1.52 | 1.71 | 89% |
| Returns for 1 year | 7.73 | 6.45 | 120% |
| Returns for 3 years | 43.68 | 44.12 | 99% |
| Returns for 5 years | 107.90 | 98.97 | 109% |
| Returns for 10 years | 72.46 | 137.45 | 53% |
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