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DFSVX vs VSMVX
DFSVX vs VSMVX Comparison
Open Charts DFSVX vs VSMVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$388.03
Change-$4.50 (-1.15%)
VolumeN/A
CapitalizationN/A
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DFSVX vs VSMVX Comparison Chart
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DFSVX vs. VSMVX commentary
Sep 21, 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 StrongBuy and VSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B 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 : 22.84 vs. VSMVX (20.12). DFSVX return over 5 years is better than : 55.21 vs. VSMVX (44.54).
| 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 | 8.788 | 4.908 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.46B | 1,147% |
| Annual Yield % from dividends | 1.44 | 1.94 | 74% |
| Returns for 1 year | 22.84 | 20.12 | 114% |
| Returns for 3 years | 17.09 | 11.55 | 148% |
| Returns for 5 years | 55.21 | 44.54 | 124% |
| Returns for 10 years | 44.49 | 105.36 | 42% |
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