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DTSVX vs VISVX
DTSVX vs VISVX Comparison
Open Charts DTSVX vs VISVX
Wilshire Small Company Value Invmt
Price$28.77
Change-$0.24 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
DTSVX vs VISVX Comparison Chart
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DTSVX vs. VISVX commentary
Nov 18, 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 DTSVX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. DTSVX (27.1M). VISVX pays higher dividends than DTSVX: VISVX (1.90) vs DTSVX (0.15). DTSVX was incepted earlier than VISVX: DTSVX (32 years) vs VISVX (27 years). DTSVX is a more actively managed with annual turnover of: 65.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than DTSVX: VISVX (3000) vs DTSVX (250000). VISVX annual gain was more profitable for investors over the last year : 28.71 vs. DTSVX (23.36). VISVX return over 5 years is better than : 57.32 vs. DTSVX (36.78).
| DTSVX | VISVX | DTSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 12.515 | 15.433 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1M | 57.6B | 0% |
| Annual Yield % from dividends | 0.15 | 1.90 | 8% |
| Returns for 1 year | 23.36 | 28.71 | 81% |
| Returns for 3 years | -0.46 | 13.23 | -3% |
| Returns for 5 years | 36.78 | 57.32 | 64% |
| Returns for 10 years | 18.51 | 108.21 | 17% |
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