Ad is loading...
DFVEX vs VMVAX
DFVEX vs VMVAX Comparison
Open Charts DFVEX vs VMVAX
DFA US Vector Equity I
Price$27.02
Change-$0.19 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFVEX vs VMVAX Comparison Chart
Loading...
DFVEX vs. VMVAX 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 DFVEX is a Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. DFVEX (4.97B). VMVAX pays higher dividends than DFVEX: VMVAX (2.14) vs DFVEX (1.27). DFVEX was incepted earlier than VMVAX: DFVEX (19 years) vs VMVAX (13 years). VMVAX is a more actively managed with annual turnover of: 22.00 vs. DFVEX (11.00). DFVEX has a lower initial minimum investment than VMVAX: DFVEX (0) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 25.35 vs. DFVEX (23.36). DFVEX (50.57) and VMVAX (48.82) have equivalent 5 years return.
| DFVEX | VMVAX | DFVEX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 12.378 | 14.946 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.97B | 30.5B | 16% |
| Annual Yield % from dividends | 1.27 | 2.14 | 59% |
| Returns for 1 year | 23.36 | 25.35 | 92% |
| Returns for 3 years | 13.64 | 20.71 | 66% |
| Returns for 5 years | 50.57 | 48.82 | 104% |
| Returns for 10 years | 66.95 | 100.88 | 66% |