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DFSVX vs DVZRX
DFSVX vs DVZRX Comparison
Open Charts DFSVX vs DVZRX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Macquarie Small Cap Value R6
Price$72.38
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets4.2B
DFSVX vs DVZRX Comparison Chart in %
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DFSVX vs. DVZRX commentary
Jul 06, 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 DVZRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. DVZRX (4.2B). DFSVX pays higher dividends than DVZRX: DFSVX (1.67) vs DVZRX (1.34). DFSVX was incepted earlier than DVZRX: DFSVX (32 years) vs DVZRX (9 years). DVZRX (0.70) is less costly to investors than DFSVX (0.31). DVZRX is a more actively managed with annual turnover of: 19.00 vs. DFSVX (12.00). DFSVX (0) and DVZRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. DVZRX (1.90). DFSVX return over 5 years is better than : 105.30 vs. DVZRX (57.56).
| DFSVX | DVZRX | DFSVX / DVZRX | |
| Total Expense Ratio | 0.31 | 0.70 | 44% |
| Annual Report Gross Expense Ratio | 0.31 | 0.70 | 44% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 1.067 | 3.474 | 31% |
| 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 | 1.34 | 124% |
| Returns for 1 year | 9.45 | 1.90 | 498% |
| Returns for 3 years | 32.84 | 8.77 | 375% |
| Returns for 5 years | 105.30 | 57.56 | 183% |
| Returns for 10 years | 45.10 | N/A | - |
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