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DFSVX vs DTSVX
DFSVX vs DTSVX Comparison
Open Charts DFSVX vs DTSVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Wilshire Small Company Value Invmt
Price$25.94
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets23.35M
DFSVX vs DTSVX Comparison Chart in %
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DFSVX vs. DTSVX commentary
Jul 28, 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 DFSVX is a Buy and DTSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. DTSVX (23.4M). DFSVX pays higher dividends than DTSVX: DFSVX (1.67) vs DTSVX (1.07). DFSVX was incepted earlier than DTSVX: DFSVX (32 years) vs DTSVX (33 years). DTSVX (1.95) is less costly to investors than DFSVX (0.31). DTSVX is a more actively managed with annual turnover of: 53.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than DTSVX: DFSVX (0) vs DTSVX (1000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. DTSVX (-5.98). DFSVX return over 5 years is better than : 94.25 vs. DTSVX (60.23).
| DFSVX | DTSVX | DFSVX / DTSVX | |
| Total Expense Ratio | 0.31 | 1.35 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.95 | 16% |
| Fund Existence | 32 years | 33 years | - |
| Gain YTD | 0.901 | 2.247 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 23.4M | 68,376% |
| Annual Yield % from dividends | 1.67 | 1.07 | 155% |
| Returns for 1 year | 0.60 | -5.98 | -10% |
| Returns for 3 years | 27.09 | 5.60 | 484% |
| Returns for 5 years | 94.25 | 60.23 | 156% |
| Returns for 10 years | 50.73 | 20.46 | 248% |
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