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DFSVX vs FTMSX
DFSVX vs FTMSX Comparison
Open Charts DFSVX vs FTMSX
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
FullerThaler Behvrl Mcr-Cp Eq Instl
Price$25.87
Change-$0.14 (-0.54%)
VolumeN/A
Net Assets21.41M
DFSVX vs FTMSX Comparison Chart in %
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DFSVX vs. FTMSX commentary
Jul 29, 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 FTMSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. FTMSX (21.4M). DFSVX pays higher dividends than FTMSX: DFSVX (1.67) vs FTMSX (0.13). DFSVX was incepted earlier than FTMSX: DFSVX (32 years) vs FTMSX (7 years). FTMSX (1.69) is less costly to investors than DFSVX (0.31). FTMSX is a more actively managed with annual turnover of: 86.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than FTMSX: DFSVX (0) vs FTMSX (100000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. FTMSX (-4.36). DFSVX return over 5 years is better than : 94.25 vs. FTMSX (57.56).
| DFSVX | FTMSX | DFSVX / FTMSX | |
| Total Expense Ratio | 0.31 | 1.33 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.69 | 18% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 0.901 | -3.165 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 21.4M | 74,766% |
| Annual Yield % from dividends | 1.67 | 0.13 | 1,253% |
| Returns for 1 year | 0.60 | -4.36 | -14% |
| Returns for 3 years | 27.09 | 4.04 | 670% |
| Returns for 5 years | 94.25 | 57.56 | 164% |
| Returns for 10 years | 50.73 | N/A | - |
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