Interact to see
Advertisement
Advertisement
DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$374.31
Change+$1.79 (+0.48%)
VolumeN/A
Net Assets1.25B
DFSVX vs VSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. VSMVX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. VSMVX (1.25B). 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 : 9.45 vs. VSMVX (7.97). DFSVX return over 5 years is better than : 105.30 vs. VSMVX (77.91).
| 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 | 1.067 | -4.099 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.25B | 1,291% |
| Annual Yield % from dividends | 1.67 | 1.91 | 87% |
| Returns for 1 year | 9.45 | 7.97 | 119% |
| Returns for 3 years | 32.84 | 16.42 | 200% |
| Returns for 5 years | 105.30 | 77.91 | 135% |
| Returns for 10 years | 45.10 | 82.82 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement