Interact to see
Advertisement
Advertisement
DTSVX vs VISVX
DTSVX vs VISVX Comparison
Open Charts DTSVX vs VISVX
Wilshire Small Company Value Invmt
Price$23.28
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets21.65M
Vanguard Small Cap Value Index I
Price$45.02
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets51.69B
DTSVX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DTSVX vs. VISVX commentary
May 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 DTSVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. DTSVX (21.6M). VISVX pays higher dividends than DTSVX: VISVX (2.21) vs DTSVX (1.18). DTSVX was incepted earlier than VISVX: DTSVX (33 years) vs VISVX (27 years). DTSVX (1.95) is less costly to investors than VISVX (0.19). DTSVX is a more actively managed with annual turnover of: 53.00 vs. VISVX (16.00). DTSVX has a lower initial minimum investment than VISVX: DTSVX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 0.51 vs. DTSVX (-9.69). VISVX return over 5 years is better than : 90.06 vs. DTSVX (56.82).
| DTSVX | VISVX | DTSVX / VISVX | |
| Total Expense Ratio | 1.35 | 0.19 | 711% |
| Annual Report Gross Expense Ratio | 1.95 | 0.19 | 1,026% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | -8.159 | -5.069 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 51.7B | 0% |
| Annual Yield % from dividends | 1.18 | 2.21 | 54% |
| Returns for 1 year | -9.69 | 0.51 | -1,896% |
| Returns for 3 years | -5.15 | 18.59 | -28% |
| Returns for 5 years | 56.82 | 90.06 | 63% |
| Returns for 10 years | 3.25 | 78.06 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers