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DFSVX vs VSMCX
DFSVX vs VSMCX Comparison
Open Charts DFSVX vs VSMCX
DFA US Small Cap Value I
Price$48.77
Change+$0.44 (+0.91%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value C
Price$10.20
Change+$0.05 (+0.49%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSMCX Comparison Chart
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DFSVX vs. VSMCX commentary
Dec 25, 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 Hold and VSMCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. VSMCX (6.33B). DFSVX pays higher dividends than VSMCX: DFSVX (1.44) vs VSMCX (0.40). DFSVX was incepted earlier than VSMCX: DFSVX (32 years) vs VSMCX (26 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). DFSVX annual gain was more profitable for investors over the last year : 8.81 vs. VSMCX (6.09). DFSVX return over 5 years is better than : 46.64 vs. VSMCX (14.47).
| DFSVX | VSMCX | DFSVX / VSMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 9.171 | 6.095 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 6.33B | 258% |
| Annual Yield % from dividends | 1.44 | 0.40 | 357% |
| Returns for 1 year | 8.81 | 6.09 | 145% |
| Returns for 3 years | 16.52 | 3.46 | 477% |
| Returns for 5 years | 46.64 | 14.47 | 322% |
| Returns for 10 years | 44.42 | -35.47 | -125% |
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