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DFSVX vs FTMSX
DFSVX vs FTMSX Comparison
Open Charts DFSVX vs FTMSX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
FullerThaler Behvrl Mcr-Cp Eq Instl
Price$28.05
Change+$0.17 (+0.61%)
VolumeN/A
Net Assets22.55M
DFSVX vs FTMSX Comparison Chart in %
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DFSVX vs. FTMSX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. FTMSX (22.5M). DFSVX pays higher dividends than FTMSX: DFSVX (1.52) vs FTMSX (0.12). DFSVX was incepted earlier than FTMSX: DFSVX (33 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). FTMSX annual gain was more profitable for investors over the last year : 14.77 vs. DFSVX (6.87). DFSVX return over 5 years is better than : 108.39 vs. FTMSX (64.57).
| DFSVX | FTMSX | DFSVX / FTMSX | |
| Total Expense Ratio | 0.31 | 1.33 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.69 | 18% |
| Fund Existence | 33 years | 7 years | - |
| Gain YTD | 5.663 | 4.430 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 22.5M | 73,333% |
| Annual Yield % from dividends | 1.52 | 0.12 | 1,231% |
| Returns for 1 year | 6.87 | 14.77 | 47% |
| Returns for 3 years | 43.95 | 28.48 | 154% |
| Returns for 5 years | 108.39 | 64.57 | 168% |
| Returns for 10 years | 73.20 | N/A | - |
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