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DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$416.10
Change+$7.03 (+1.72%)
VolumeN/A
CapitalizationN/A
DFSVX vs VSMVX Comparison Chart
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DFSVX vs. VSMVX commentary
Nov 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 StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. VSMVX (1.4B). 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 : 27.42 vs. VSMVX (25.76). DFSVX return over 5 years is better than : 61.43 vs. VSMVX (49.92).
| 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 | 16.319 | 10.739 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 1.4B | 1,261% |
| Annual Yield % from dividends | 1.44 | 1.94 | 74% |
| Returns for 1 year | 27.42 | 25.76 | 106% |
| Returns for 3 years | 10.57 | 6.01 | 176% |
| Returns for 5 years | 61.43 | 49.92 | 123% |
| Returns for 10 years | 48.14 | 102.87 | 47% |
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