DFSTX
Price
$55.81
Change
+$4.54 (+8.86%)
Updated
Feb 3 closing price
Net Assets
18.14B
MVALX
Price
$42.22
Change
-$2.29 (-5.14%)
Updated
Feb 3 closing price
Net Assets
595.77M
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DFSTX vs MVALX

Header iconDFSTX vs MVALX Comparison
Open Charts DFSTX vs MVALXBanner chart's image
DFA US Small Cap I
Price$55.81
Change+$4.54 (+8.86%)
VolumeN/A
Net Assets18.14B
Meridian Contrarian Legacy
Price$42.22
Change-$2.29 (-5.14%)
VolumeN/A
Net Assets595.77M
DFSTX vs MVALX Comparison Chart in %
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DFSTX vs. MVALX commentary
Feb 04, 2026

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 DFSTX is a Hold and MVALX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. MVALX (596M). DFSTX pays higher dividends than MVALX: DFSTX (1.02) vs MVALX (0.29). DFSTX was incepted earlier than MVALX: DFSTX (34 years) vs MVALX (32 years). MVALX (1.18) is less costly to investors than DFSTX (0.28). MVALX is a more actively managed with annual turnover of: 45.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than MVALX: DFSTX (0) vs MVALX (1000). DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. MVALX (9.04). DFSTX return over 5 years is better than : 38.07 vs. MVALX (-5.38).
DFSTXMVALXDFSTX / MVALX
Total Expense Ratio0.271.1823%
Annual Report Gross Expense Ratio0.281.1824%
Fund Existence34 years32 years-
Gain YTD6.7525.815116%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.1B596M3,037%
Annual Yield % from dividends1.020.29349%
Returns for 1 year13.219.04146%
Returns for 3 years33.6413.95241%
Returns for 5 years38.07-5.38-708%
Returns for 10 years131.3155.67236%
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