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DFSVX vs VSMIX
DFSVX vs VSMIX Comparison
Open Charts DFSVX vs VSMIX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value Y
Price$26.25
Change-$0.09 (-0.34%)
VolumeN/A
CapitalizationN/A
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VS
VS
DFSVX vs VSMIX Comparison Chart
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DFSVX vs. VSMIX 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 StrongBuy and VSMIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. VSMIX (5.62B). 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 : 28.93 vs. DFSVX (22.84). VSMIX return over 5 years is better than : 85.74 vs. DFSVX (55.21).
| 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 | 8.788 | 18.297 | 48% |
| 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 | 0.60 | 238% |
| Returns for 1 year | 22.84 | 28.93 | 79% |
| Returns for 3 years | 17.09 | 28.64 | 60% |
| Returns for 5 years | 55.21 | 85.74 | 64% |
| Returns for 10 years | 44.49 | 16.02 | 278% |
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