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DFSVX vs VSMIX
DFSVX vs VSMIX Comparison
Open Charts DFSVX vs VSMIX
DFA US Small Cap Value I
Price$51.60
Change-$0.25 (-0.48%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value Y
Price$28.74
Change-$0.23 (-0.79%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSMIX Comparison Chart
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DFSVX vs. VSMIX commentary
Nov 14, 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 VSMIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.8B vs. VSMIX (6.42B). DFSVX pays higher dividends than VSMIX: DFSVX (1.44) vs VSMIX (0.60). DFSVX was incepted earlier than VSMIX: DFSVX (32 years) vs VSMIX (19 years). VSMIX is a more actively managed with annual turnover of: 51.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than VSMIX: DFSVX (0) vs VSMIX (1000). VSMIX annual gain was more profitable for investors over the last year : 38.99 vs. DFSVX (27.22). VSMIX return over 5 years is better than : 93.75 vs. DFSVX (59.09).
| DFSVX | VSMIX | DFSVX / VSMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | 16.139 | 29.518 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 6.42B | 277% |
| Annual Yield % from dividends | 1.44 | 0.60 | 238% |
| Returns for 1 year | 27.22 | 38.99 | 70% |
| Returns for 3 years | 8.63 | 21.98 | 39% |
| Returns for 5 years | 59.09 | 93.75 | 63% |
| Returns for 10 years | 49.88 | 27.81 | 179% |
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