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DFSVX vs VMFVX
DFSVX vs VMFVX Comparison
Open Charts DFSVX vs VMFVX
DFA US Small Cap Value I
Price$49.87
Change+$0.83 (+1.69%)
VolumeN/A
Net Assets15.9B
Vanguard S&P Mid-Cap 400 Value Idx I
Price$404.95
Change+$5.26 (+1.32%)
VolumeN/A
Net Assets1.18B
DFSVX vs VMFVX Comparison Chart in %
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DFSVX vs. VMFVX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. VMFVX (1.18B). VMFVX (1.72) and DFSVX (1.66) have matching dividends . 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). VMFVX annual gain was more profitable for investors over the last year : 1.28 vs. DFSVX (0.83). DFSVX (81.85) and VMFVX (79.71) 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 | 33 years | 15 years | - |
| Gain YTD | 2.475 | 4.238 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.18B | 1,345% |
| Annual Yield % from dividends | 1.66 | 1.72 | 97% |
| Returns for 1 year | 0.83 | 1.28 | 65% |
| Returns for 3 years | 28.52 | 36.54 | 78% |
| Returns for 5 years | 81.85 | 79.71 | 103% |
| Returns for 10 years | 55.83 | 118.90 | 47% |
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