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DEVCX vs DFSVX
DEVCX vs DFSVX Comparison
Open Charts DEVCX vs DFSVX
Macquarie Small Cap Value C
Price$45.83
Change-$0.80 (-1.72%)
VolumeN/A
Net Assets3.95B
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
DEVCX vs DFSVX Comparison Chart
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DEVCX vs. DFSVX commentary
Jun 16, 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 DEVCX is a Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. DEVCX (3.95B). DFSVX pays higher dividends than DEVCX: DFSVX (1.65) vs DEVCX (1.02). DEVCX was incepted earlier than DFSVX: DEVCX (30 years) vs DFSVX (32 years). DEVCX (1.85) is less costly to investors than DFSVX (0.31). DEVCX is a more actively managed with annual turnover of: 19.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DEVCX: DFSVX (0) vs DEVCX (1000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. DEVCX (-9.91). DFSVX return over 5 years is better than : 86.94 vs. DEVCX (28.47).
| DEVCX | DFSVX | DEVCX / DFSVX | |
| Total Expense Ratio | 1.85 | 0.31 | 597% |
| Annual Report Gross Expense Ratio | 1.85 | 0.31 | 597% |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | -3.759 | -6.462 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.95B | 14.9B | 27% |
| Annual Yield % from dividends | 1.02 | 1.65 | 62% |
| Returns for 1 year | -9.91 | 1.83 | -541% |
| Returns for 3 years | -9.74 | 19.38 | -50% |
| Returns for 5 years | 28.47 | 86.94 | 33% |
| Returns for 10 years | 2.30 | 30.89 | 7% |
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