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DFSVX vs VSMIX
DFSVX vs VSMIX Comparison
Open Charts DFSVX vs VSMIX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value Y
Price$25.52
Change-$1.03 (-3.88%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSMIX Comparison Chart
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DFSVX vs. VSMIX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. VSMIX (6.61B). 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 : 23.30 vs. DFSVX (15.68). VSMIX return over 5 years is better than : 77.76 vs. DFSVX (52.30).
| 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 | 13.283 | 20.247 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 6.61B | 256% |
| Annual Yield % from dividends | 1.44 | 0.60 | 238% |
| Returns for 1 year | 15.68 | 23.30 | 67% |
| Returns for 3 years | 24.57 | 43.63 | 56% |
| Returns for 5 years | 52.30 | 77.76 | 67% |
| Returns for 10 years | 52.91 | 35.14 | 151% |
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