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DFSVX vs VSMCX
DFSVX vs VSMCX Comparison
Open Charts DFSVX vs VSMCX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Invesco Small Cap Value C
Price$10.20
Change-$0.31 (-2.95%)
VolumeN/A
Net Assets6.59B
DFSVX vs VSMCX Comparison Chart
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DFSVX vs. VSMCX commentary
Feb 23, 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 Hold and VSMCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. VSMCX (6.59B). 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 : 9.32 vs. VSMCX (4.76). DFSVX return over 5 years is better than : 52.23 vs. VSMCX (20.00).
| 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 | -1.546 | 0.791 | -196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 6.59B | 241% |
| Annual Yield % from dividends | 1.44 | 0.40 | 357% |
| Returns for 1 year | 9.32 | 4.76 | 196% |
| Returns for 3 years | 17.14 | -0.08 | -22,733% |
| Returns for 5 years | 52.23 | 20.00 | 261% |
| Returns for 10 years | 41.91 | -37.10 | -113% |
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