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DFSVX vs DVZRX
DFSVX vs DVZRX Comparison
Open Charts DFSVX vs DVZRX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Macquarie Small Cap Value R6
Price$67.67
Change-$1.18 (-1.71%)
VolumeN/A
Net Assets3.95B
DFSVX vs DVZRX Comparison Chart
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DFSVX vs. DVZRX commentary
Jun 16, 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 Hold and DVZRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. DVZRX (3.95B). DFSVX pays higher dividends than DVZRX: DFSVX (1.65) vs DVZRX (1.39). 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 : 1.83 vs. DVZRX (-4.98). DFSVX return over 5 years is better than : 86.94 vs. DVZRX (45.87).
| 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 | -6.462 | -3.259 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 3.95B | 377% |
| Annual Yield % from dividends | 1.65 | 1.39 | 119% |
| Returns for 1 year | 1.83 | -4.98 | -37% |
| Returns for 3 years | 19.38 | -0.35 | -5,552% |
| Returns for 5 years | 86.94 | 45.87 | 190% |
| Returns for 10 years | 30.89 | N/A | - |
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