Ad is loading...
DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$393.32
Change+$3.06 (+0.78%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. VSMVX commentary
Dec 23, 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 VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. VSMVX (1.56B). 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 : 9.07 vs. VSMVX (7.11). DFSVX return over 5 years is better than : 46.34 vs. VSMVX (38.12).
| 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 | 8.855 | 6.475 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 1.56B | 1,047% |
| Annual Yield % from dividends | 1.44 | 1.94 | 74% |
| Returns for 1 year | 9.07 | 7.11 | 128% |
| Returns for 3 years | 18.23 | 7.89 | 231% |
| Returns for 5 years | 46.34 | 38.12 | 122% |
| Returns for 10 years | 45.16 | 92.45 | 49% |