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DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$313.28
Change+$3.03 (+0.98%)
VolumeN/A
Net Assets1.24B
DFSVX vs VSMVX Comparison Chart
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DFSVX vs. VSMVX commentary
Apr 12, 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: 13.1B vs. VSMVX (1.24B). VSMVX pays higher dividends than DFSVX: VSMVX (2.16) vs DFSVX (1.65). 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 : -10.09 vs. VSMVX (-11.63). DFSVX return over 5 years is better than : 81.60 vs. VSMVX (59.81).
| 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 | -17.140 | -20.566 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 1.24B | 1,053% |
| Annual Yield % from dividends | 1.65 | 2.16 | 77% |
| Returns for 1 year | -10.09 | -11.63 | 87% |
| Returns for 3 years | -1.27 | -12.70 | 10% |
| Returns for 5 years | 81.60 | 59.81 | 136% |
| Returns for 10 years | 16.53 | 48.84 | 34% |
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