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DFSVX vs VSCAX
DFSVX vs VSCAX Comparison
Open Charts DFSVX vs VSCAX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.98
Change-$0.09 (-0.37%)
VolumeN/A
CapitalizationN/A
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DFSVX vs VSCAX Comparison Chart
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DFSVX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. VSCAX (5.62B). DFSVX pays higher dividends than VSCAX: DFSVX (1.44) vs VSCAX (0.48). DFSVX was incepted earlier than VSCAX: DFSVX (32 years) vs VSCAX (25 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than VSCAX: DFSVX (0) vs VSCAX (1000). DFSVX (22.84) and VSCAX (22.55) have marching annual gain over last year. VSCAX return over 5 years is better than : 75.32 vs. DFSVX (55.21).
| DFSVX | VSCAX | DFSVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 8.788 | 15.411 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 5.62B | 297% |
| Annual Yield % from dividends | 1.44 | 0.48 | 302% |
| Returns for 1 year | 22.84 | 22.55 | 101% |
| Returns for 3 years | 17.09 | 18.73 | 91% |
| Returns for 5 years | 55.21 | 75.32 | 73% |
| Returns for 10 years | 44.49 | 3.41 | 1,303% |
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