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DEVIX vs DFSVX
DEVIX vs DFSVX Comparison
Open Charts DEVIX vs DFSVX
Macquarie Small Cap Value Instl
Price$72.25
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets4.2B
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
DEVIX vs DFSVX Comparison Chart in %
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DEVIX vs. DFSVX commentary
Jul 07, 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 DEVIX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. DEVIX (4.2B). DFSVX pays higher dividends than DEVIX: DFSVX (1.67) vs DEVIX (1.21). DEVIX was incepted earlier than DFSVX: DEVIX (33 years) vs DFSVX (32 years). DEVIX (0.85) is less costly to investors than DFSVX (0.31). DEVIX is a more actively managed with annual turnover of: 19.00 vs. DFSVX (12.00). DEVIX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. DEVIX (1.74). DFSVX return over 5 years is better than : 105.30 vs. DEVIX (56.75).
| DEVIX | DFSVX | DEVIX / DFSVX | |
| Total Expense Ratio | 0.85 | 0.31 | 274% |
| Annual Report Gross Expense Ratio | 0.85 | 0.31 | 274% |
| Fund Existence | 33 years | 32 years | - |
| Gain YTD | 3.406 | 1.067 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.2B | 16.1B | 26% |
| Annual Yield % from dividends | 1.21 | 1.67 | 73% |
| Returns for 1 year | 1.74 | 9.45 | 18% |
| Returns for 3 years | 8.43 | 32.84 | 26% |
| Returns for 5 years | 56.75 | 105.30 | 54% |
| Returns for 10 years | 37.63 | 45.10 | 83% |
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