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DFSVX vs DVLRX
DFSVX vs DVLRX Comparison
Open Charts DFSVX vs DVLRX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Macquarie Small Cap Value R
Price$63.48
Change+$0.45 (+0.71%)
VolumeN/A
Net Assets4.2B
DFSVX vs DVLRX Comparison Chart in %
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DFSVX vs. DVLRX 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 DFSVX is a Buy and DVLRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. DVLRX (4.2B). DFSVX pays higher dividends than DVLRX: DFSVX (1.67) vs DVLRX (0.94). DFSVX was incepted earlier than DVLRX: DFSVX (32 years) vs DVLRX (22 years). DVLRX (1.35) is less costly to investors than DFSVX (0.31). DVLRX is a more actively managed with annual turnover of: 19.00 vs. DFSVX (12.00). DFSVX (0) and DVLRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. DVLRX (0.01). DFSVX return over 5 years is better than : 105.30 vs. DVLRX (50.19).
| DFSVX | DVLRX | DFSVX / DVLRX | |
| Total Expense Ratio | 0.31 | 1.35 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.35 | 23% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 1.067 | 3.136 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 4.2B | 384% |
| Annual Yield % from dividends | 1.67 | 0.94 | 178% |
| Returns for 1 year | 9.45 | 0.01 | 92,310% |
| Returns for 3 years | 32.84 | 4.96 | 663% |
| Returns for 5 years | 105.30 | 50.19 | 210% |
| Returns for 10 years | 45.10 | 27.76 | 162% |
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