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DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$50.08
Change-$0.40 (-0.79%)
VolumeN/A
Net Assets16.95B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$399.85
Change-$3.80 (-0.94%)
VolumeN/A
Net Assets1.45B
DFSVX vs VSMVX Comparison Chart
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DFSVX vs. VSMVX commentary
Jan 24, 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 VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. VSMVX (1.45B). VSMVX pays higher dividends than DFSVX: VSMVX (1.94) vs DFSVX (1.44). DFSVX was incepted earlier than VSMVX: DFSVX (32 years) vs VSMVX (10 years). VSMVX is a more actively managed with annual turnover of: 45.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than VSMVX: DFSVX (0) vs VSMVX (5000000). DFSVX annual gain was more profitable for investors over the last year : 15.36 vs. VSMVX (12.19). DFSVX return over 5 years is better than : 56.95 vs. VSMVX (44.43).
| DFSVX | VSMVX | DFSVX / VSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 3.236 | 2.311 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.45B | 1,166% |
| Annual Yield % from dividends | 1.44 | 1.94 | 74% |
| Returns for 1 year | 15.36 | 12.19 | 126% |
| Returns for 3 years | 24.01 | 13.15 | 183% |
| Returns for 5 years | 56.95 | 44.43 | 128% |
| Returns for 10 years | 55.08 | 101.58 | 54% |
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