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DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$374.90
Change+$2.13 (+0.57%)
VolumeN/A
Net Assets1.29B
DFSVX vs VSMVX Comparison Chart in %
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DFSVX vs. VSMVX commentary
Jul 29, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. VSMVX (1.29B). VSMVX pays higher dividends than DFSVX: VSMVX (1.91) vs DFSVX (1.67). DFSVX was incepted earlier than VSMVX: DFSVX (32 years) vs VSMVX (11 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 : -1.06 vs. VSMVX (-1.66). DFSVX return over 5 years is better than : 89.86 vs. VSMVX (71.44).
| 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 | 11 years | - |
| Gain YTD | 0.901 | -3.948 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.29B | 1,237% |
| Annual Yield % from dividends | 1.67 | 1.91 | 87% |
| Returns for 1 year | -1.06 | -1.66 | 64% |
| Returns for 3 years | 21.70 | 13.26 | 164% |
| Returns for 5 years | 89.86 | 71.44 | 126% |
| Returns for 10 years | 49.11 | 89.85 | 55% |
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