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DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$340.40
Change+$7.73 (+2.32%)
VolumeN/A
Net Assets1.18B
DFSVX vs VSMVX Comparison Chart
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DFSVX vs. VSMVX commentary
May 09, 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 Buy and VSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. VSMVX (1.18B). VSMVX pays higher dividends than DFSVX: VSMVX (2.29) vs DFSVX (1.75). DFSVX was incepted earlier than VSMVX: DFSVX (32 years) vs VSMVX (10 years). DFSVX (0.31) is less costly to investors than VSMVX (0.03). VSMVX is a more actively managed with annual turnover of: 52.00 vs. DFSVX (12.00). 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 : -3.50 vs. VSMVX (-7.08). DFSVX return over 5 years is better than : 92.33 vs. VSMVX (66.89).
| DFSVX | VSMVX | DFSVX / VSMVX | |
| Total Expense Ratio | 0.31 | 0.03 | 1,033% |
| Annual Report Gross Expense Ratio | 0.31 | 0.03 | 1,033% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -9.256 | -14.826 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 1.18B | 1,202% |
| Annual Yield % from dividends | 1.75 | 2.29 | 76% |
| Returns for 1 year | -3.50 | -7.08 | 49% |
| Returns for 3 years | 13.02 | -0.24 | -5,360% |
| Returns for 5 years | 92.33 | 66.89 | 138% |
| Returns for 10 years | 28.50 | 62.06 | 46% |
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