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DGTSX vs MXKVX
DGTSX vs MXKVX Comparison
Open Charts DGTSX vs MXKVX
DFA Global Allocation 25/75 I
Price$14.18
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets655.88M
Empower Conservative Profile Instl
Price$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.44B
DGTSX vs MXKVX Comparison Chart in %
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DGTSX vs. MXKVX commentary
Jul 21, 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 DGTSX is a Hold and MXKVX is a Hold.
FUNDAMENTALS
Fundamentals
MXKVX has more cash in the bank: 1.44B vs. DGTSX (656M). DGTSX pays higher dividends than MXKVX: DGTSX (3.45) vs MXKVX (2.58). DGTSX was incepted earlier than MXKVX: DGTSX (22 years) vs MXKVX (10 years). MXKVX (0.50) is less costly to investors than DGTSX (0.39). DGTSX (0) and MXKVX (0) have matching initial minimum investment requirements. MXKVX annual gain was more profitable for investors over the last year : 4.78 vs. DGTSX (3.01). MXKVX return over 5 years is better than : 15.12 vs. DGTSX (13.56).
| DGTSX | MXKVX | DGTSX / MXKVX | |
| Total Expense Ratio | 0.24 | 0.42 | 57% |
| Annual Report Gross Expense Ratio | 0.39 | 0.50 | 78% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 4.732 | 4.639 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 656M | 1.44B | 46% |
| Annual Yield % from dividends | 3.45 | 2.58 | 134% |
| Returns for 1 year | 3.01 | 4.78 | 63% |
| Returns for 3 years | 14.13 | 13.51 | 105% |
| Returns for 5 years | 13.56 | 15.12 | 90% |
| Returns for 10 years | 32.47 | 27.59 | 118% |
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