Interact to see
Advertisement
Advertisement
DFSVX vs DVLRX
DFSVX vs DVLRX Comparison
Open Charts DFSVX vs DVLRX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Macquarie Small Cap Value R
Price$63.17
Change+$0.42 (+0.67%)
VolumeN/A
Net Assets3.66B
DFSVX vs DVLRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. DVLRX commentary
Jul 27, 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: 16B vs. DVLRX (3.66B). 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 : 0.60 vs. DVLRX (-7.57). DFSVX return over 5 years is better than : 94.25 vs. DVLRX (43.26).
| 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 | 0.901 | 2.632 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 3.66B | 438% |
| Annual Yield % from dividends | 1.67 | 0.94 | 178% |
| Returns for 1 year | 0.60 | -7.57 | -8% |
| Returns for 3 years | 27.09 | 0.70 | 3,896% |
| Returns for 5 years | 94.25 | 43.26 | 218% |
| Returns for 10 years | 50.73 | 31.26 | 162% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers