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DFSVX vs VRTVX
DFSVX vs VRTVX Comparison
Open Charts DFSVX vs VRTVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Vanguard Russell 2000 Value Index I
Price$291.81
Change-$4.50 (-1.52%)
VolumeN/A
CapitalizationN/A
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DFSVX vs VRTVX Comparison Chart
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DFSVX vs. VRTVX commentary
Sep 21, 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 VRTVX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. VRTVX (908M). VRTVX pays higher dividends than DFSVX: VRTVX (1.95) vs DFSVX (1.44). DFSVX was incepted earlier than VRTVX: DFSVX (32 years) vs VRTVX (12 years). VRTVX is a more actively managed with annual turnover of: 27.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than VRTVX: DFSVX (0) vs VRTVX (5000000). VRTVX (20.82) and DFSVX (19.84) have marching annual gain over last year. DFSVX return over 5 years is better than : 53.86 vs. VRTVX (42.37).
| DFSVX | VRTVX | DFSVX / VRTVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 7.846 | 8.174 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 908M | 1,839% |
| Annual Yield % from dividends | 1.44 | 1.95 | 74% |
| Returns for 1 year | 19.84 | 20.82 | 95% |
| Returns for 3 years | 13.38 | 6.32 | 212% |
| Returns for 5 years | 53.86 | 42.37 | 127% |
| Returns for 10 years | 39.64 | 84.09 | 47% |
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