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DFSVX vs VSMCX
DFSVX vs VSMCX Comparison
Open Charts DFSVX vs VSMCX
DFA US Small Cap Value I
Price$51.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value C
Price$12.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSMCX Comparison Chart
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DFSVX vs. VSMCX commentary
Nov 22, 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 VSMCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. VSMCX (6.34B). DFSVX pays higher dividends than VSMCX: DFSVX (1.44) vs VSMCX (0.40). DFSVX was incepted earlier than VSMCX: DFSVX (32 years) vs VSMCX (25 years). VSMCX is a more actively managed with annual turnover of: 51.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than VSMCX: DFSVX (0) vs VSMCX (1000). VSMCX annual gain was more profitable for investors over the last year : 31.30 vs. DFSVX (27.42). DFSVX return over 5 years is better than : 61.43 vs. VSMCX (41.75).
| DFSVX | VSMCX | DFSVX / VSMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 16.319 | 29.614 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 6.34B | 276% |
| Annual Yield % from dividends | 1.44 | 0.40 | 357% |
| Returns for 1 year | 27.42 | 31.30 | 88% |
| Returns for 3 years | 10.57 | -6.95 | -152% |
| Returns for 5 years | 61.43 | 41.75 | 147% |
| Returns for 10 years | 48.14 | -33.79 | -142% |
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