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DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$381.17
Change-$8.15 (-2.09%)
VolumeN/A
Net Assets1.46B
DFSVX vs VSMVX Comparison Chart
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DFSVX vs. VSMVX commentary
Feb 23, 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: 15.9B vs. VSMVX (1.46B). 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 : 9.32 vs. VSMVX (7.68). DFSVX return over 5 years is better than : 52.23 vs. VSMVX (39.50).
| 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 | -1.546 | -2.469 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.46B | 1,090% |
| Annual Yield % from dividends | 1.44 | 1.94 | 74% |
| Returns for 1 year | 9.32 | 7.68 | 121% |
| Returns for 3 years | 17.14 | 7.31 | 235% |
| Returns for 5 years | 52.23 | 39.50 | 132% |
| Returns for 10 years | 41.91 | 85.75 | 49% |